Stone Press Financial Group
Logan Lupia, CRC®, is a seasoned financial professional currently serving as Managing Director and Financial Advisor at Stone Press Financial Group since January 2024. Previously, Logan held the same title at Mutual of Omaha from September 2018 to December 2023, and at MassMutual from July 2016 to September 2018. Logan began a notable career in finance at MetLife as Managing Sales Director and Financial Advisor from February 2015 to July 2016 and at Wells Fargo Advisors, LLC as a Financial Advisor and Store Manager from September 2007 to February 2015. Early career experience includes a role as Territory Manager at Footmaxx, Inc., and as an Account Executive at Capitol Office Solutions. Educational background includes a Bachelor of Science in Finance and Marketing from the University of South Carolina and the Darla Moore School of Business, complemented by high school education at Thomas S. Wootton High School.
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Stone Press Financial Group
At Stone Press Financial Group, our mission is to help people achieve their greatest potential, and we do that by creating strategic opportunities for growth. We help our clients potentially maximize their wealth by showing them how and when to implement the right strategies that help them create the lives they want to live. And as advisors, we collaborate, educate, and challenge each other, cultivating a transformative environment where everyone—advisors, clients, and their communities—wins. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC. 5925 Carnegie Blvd., Suite 300, Charlotte, NC 28209 (704) 554-6404. Stone Press Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation. TC136738(1023)3