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Logan W. Simios, CPA, CPFA

Logan W. Simios, CPA, CPFA

Investment Professional

Logan Simios was born and raised in the Chicago land area. He and his spouse, Laura, have lived in Palatine since 1988 and have three children.

Logan has been working as a Financial & Insurance Professional since 2003. He and his team help small to middle market companies create benefits packages that include group health, executive benefits, ancillary benefits, disability & life insurance, 401(k) plans, and related investment strategies. Logan works very closely with business owners, executives, employees, and individuals providing investment, insurance, tax, and retirement strategies. His goal is to assure that his clients have the appropriate knowledge in order to make informed decisions regarding the preservation of their assets and financial independence.

Logan graduated from Illinois State University with an accounting degree and earned status as a Certified Public Accountant. He started his career working in the public accounting field where he gained extensive knowledge in audit, taxation, and related software applications & consulting.

Logan holds his Series 6, 63 and 65 securities registrations. He has insurance licenses for Life, Health, Fire & Casualty, Variable Annuities, Long-Term Care coverage and Medicare supplements.

With his personal time, Logan enjoys fitness, running, coaching, watching & playing basketball, and spending time with his family.

Cell: (847) 666.8517