Logan Purcell joined Box Financial Advisors in March 2025 as a Wealth Operations Assistant on the planning team, where he takes pride in helping analyze and generate planning reports for our clients. Prior to joining the Box Financial team, Logan worked for Bankers Life as a Financial Professional and Insurance Agent.
As part of the Box Financial team. Logan assists with cost basis maintenance, required minimum distribution reporting, performance reporting, financial plan inputs, and much more.
Logan graduated from the University of Minnesota in 2024 with a degree in Finance. Growing up around his family's tax business, he developed a natural interest in the financial world early on and has enjoyed turning that interest into a career.
Get to Know Logan:
- A Minnesota native, Logan currently lives in Minneapolis. He values tradition, loyalty, and consistency—traits that shape how he works and how he connects with those around him.
- He is passionate about his faith, which guides both his personal and professional life.
- He enjoys sports and the outdoors, including golf, basketball, football, working out, hunting, and spending time with family, friends, and his fiancée.