Meet Levi Greenly

Levi Greenly, CFA, CFP^®, CKA^®

Lead Financial Advisor

Levi’s role:
Levi serves as a Lead Financial Advisor on Zak’s advisory team. He follows up with all necessary action items and helps his team construct clients’ LifePlans. Levi responds to service requests and client inquiries. He also serves as a member of the firm’s investment team and Financial Life Planning committee.

A bit about his background:
Levi is a graduate of Messiah College, where he earned a B.S. in Finance and received the summa cum laude honor for outstanding academic performance. During his time at Messiah, he held internships in agricultural lending, corporate finance, and non-profit development. Levi also interned with LifeGuide for two semesters prior to joining full-time in 2020. Levi holds the Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER^® (CFP^®), and Certified Kingdom Advisor^® (CKA^®) designations.

What Levi says he loves most about his job:
“I love hearing about each of our client’s journeys and learning about their motivations in life. The ‘number crunching’ has so much more meaning when it’s helping someone accomplish their highest eternal impact. God continues to do great things through our clients, and I’m grateful to be able to play a part in their amazing stories. ”

Outside of work:
Levi lives in York, PA with his wife Abby, and son Jonah. When he isn’t at work, you can find him spending time with family, jamming out on his electric guitar, or doing something outside.

His favorite organizations:

• New Fairview Church
• The Lehman Center
• Logos Academy