Logan Valentine, a certified financial planner and financial advisor with Raymond James Financial Services, recently joined the team at Forman Investment Services.

As a CFP, Valentine works with clients to help educate and collaboratively create a plan to accomplish their goals, according to a news release from Forman.

Understanding that each client has unique experiences with investing and managing their finances, Valentine believes taking the time to know each client personally is critical to build confidence and trust in the relationship as their financial advisor.

Valentine came to Forman Investment Services this month after spending four years at Charles Schwab as a high-net-worth advisor and six years in the insurance and employee benefits space prior to that.

Originally from Terre Haute, Valentine attended Indiana State University and earned a Bachelor of Science in insurance and risk management. He currently lives in Seymour with his wife, Hannah, two daughters, Parker and Layne, and their German shepherd, Koda.