Logan C.

About Logan C.

We are upending the multi-trillion-dollar insurance industry by modernizing insurance and annuities. DPL advisors partner with Registered Investment Advisors (RIAs) to serve their clients more holistically by providing a marketplace of low-cost, Commission-Free products from some of the nation\'s top carriers. We enable advisors to strategically implement insurance and annuity solutions without compromising their fiduciary obligations, ultimately delivering greater benefit to the financial plan and improving overall retirement outcomes.

Experience

1. Senior Insurance Operation Associate

   Farther

   Aug 2025 — Present

   Identified $70K in additional profit in 2025—48% above forecast—by optimizing billing, advisor transitions, and operational processes- Own full Annuity & Insurance Operations for one of the fastest-growing RIAs (~$20B AUM), leading advisor onboarding, transitions, billing workflows, data integrations, and revenue integrity - Serve as department SME and primary escalation point, independently managing operational risk, client issues, advisor compensation corrections, and cross-functional problem resolution- Built a comprehensive advisor transition framework—including processes, documentation, and data requirements—enabling scalable onboarding and reducing reliance on informal “tribal knowledge.

Education

• University of Cincinnati

  Bachelor’s Degree, Marketing

  2014 — 2017

• University of Cincinnati

  Minor, Psychology

  2014 — 2017

Skills

• Teamwork
• Strategic Planning
• Leadership
• Hospitality
• Event Planning
• Facebook
• Time Management
• Social Media
• Team Leadership
• Research
• Restaurants
• Public Speaking
• Social Networking
• Customer Service
• Marketing