Meet Levi


As an Associate Wealth Advisor, Levi’s goal is to help clients make informed and strategic decisions in their financial lives. At the core of his approach is a focus on understanding clients’ financial goals and values, allowing him to collaborate with them on a personalized plan that paves a way for them to pursue their best life. Levi is driven by a genuine desire to add lasting value to the lives of his clients and is committed to guiding them toward their goals.

A graduate of Utah Valley University with a bachelor’s degree in personal financial planning, he also passed the Series 65 exam and is currently a candidate for the CFP certification.

Outside of work, he enjoys spending time with his wife and family. Skiing, camping, hiking, and traveling are some of his favorite hobbies. When he’s not working or spending time with family, you’ll likely find him riding a bike, running or at the gym.