Logan Mulloy, CFP®

Logan Mulloy is one of WJA's Client Operations Specialists who assists advisors through numerous supportive tasks that make account transactions run smoothly. He ensures that all paperwork, account changes, and other meticulous action items are handled efficiently and accurately.

Upon graduating from Texas A&M, he joined the firm with a Bachelor of Science in Agricultural Economics and a minor in Financial Planning. After various internships in the Financial Services industry, Logan pursued a career at Willis Johnson & Associates because of its consistent growth and commitment to its clients and team.

Logan focuses his approach as a Client Operations Specialist on consistency and service. As an entrusted partner for advisors, he methodically handles necessary documentation used to give clients the best advice possible. Logan considers himself successful when his contributions and resourcefulness enable the team to collaborate effectively to provide clients with a continued high level of service.

In addition to gaining experience through previous internships, Logan actively participates with the Houston Financial Planning Association and the Financial Planning Association, NEXGEN. These organizations provide ongoing education and support in his endeavors to become a better advisor throughout his career. Additionally, each of these organizations enables Logan to learn from industry experts about new industry trends and best practices to improve the client experience.

Outside the office, Logan dedicates much of his time to studying for the Certified Financial Planner™ examination. He also enjoys playing golf and participating in CrossFit to maintain a healthy lifestyle. Logan also loves to attend live Texas A&M and Houston sporting events when possible.