Adam Logan

Retirement requires comprehensive planning, and Adam excels at designing a plan that not only meets his clients’ needs, but also the experiences, people and causes that matter to them most. His broad experience across investments, taxes, insurance and estate planning—coupled with an empathetic listening ear—enable his clients to feel confident and empowered.

Adam joined Golden Reserve in 2026, after being drawn to the focus on active planning and a collaborative client experience. Most importantly, he saw an opportunity to continue doing what he loves most—building relationships, solving problems, and helping people approach retirement with greater confidence and clarity.

Adam holds series 6, 63, 65, and 7 licenses, as well as Life, Accident & Health and Property & Casualty insurance licenses. When he’s not in the office, he enjoys working with his hands (especially when there’s an old car involved) and spending time with family: wife, Danielle, daughters Izzy, Sophia and Cabela, son Dominic, and their dog, Gracie.