Shelly Logan -

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Safe Money Specialist President
Columbiana OH 44408

Safe Money Specialist

Hello, my name is Shelly Logan and I help clients reduce their risk to market exposure while maintaining a solid rate of return.

Clients come to me because even though their investment accounts have broken records over the last few years, they are stressed about a potential downturn in the market. They tell me this makes them uneasy to the point of losing sleep at night.

I don’t blame them for feeling uneasy. “There is a legitimate basis for fear!” There have been news articles coming out recently in major publications, like the Wall Street Journal, about our economy teetering on the edge of a major recession.

Please call me or opt in to this site and we’ll have a friendly conversation about how to eliminate your risk while gaining solid returns and do it with confidence and peace of mind.

Until then, here’s a little bit more about me…

After studying Economics at Kent State University I started my family. During the course of the next 10 years I attained my real estate license while fulfilling a real estate appraising contract for a savings and loan company and raising seven children. From there I wrote Mortgages for Wells Fargo, Bank One, and managed the mortgage volume for five JP Morgan Chase branches. I was a recruitment expansion manager for Country Wide Home Loans. At the onset of the mortgage crisis, in 2005, I rehabbed twelve residential units while running a credit restoration business. I studied for my series 7 (General Securities Representative Examination), 66 (Uniform Combined State Law Examination) and Chartered Retirement Planning Certification or CRPC.

During and after my efforts to acquire these licenses I worked for Wachovia, Wells Fargo, and TD Ameritrade as a financial adviser. I worked in the gas and oil industry doing acquisitions, abstracts, and brokering barrels of crude oil. At the end of 2015, when gas pricing fell and most oil wells were being shut in, I went back to the financial services industry focusing on Life, Health, and Annuity products.

My passion is to provide my clients with a holistic approach to their insurance and retirement needs (Annuities, Medicare, Final Expense, Mortgage Protection, Index Universal Life, Key Man insurance and many more). I offer an honest assessment of all products available in the market and an opinion of what I feel meets your needs.

It is my mission to strengthen the lives of those who need me by sharing my knowledge.

Please call me today for a free consultation at (330) 853-6561 or enter your name and email into the form on this site. Thank you!

FINRA CRD # 5620644 Broker Check
National # 1099457
Ohio # 17853102
Pennsylvania # 772391

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