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 hopes and dreams.
Ask Levi About: Antiquing, his next guitar purchase, and his family’s over-competitive volleyball firstname.lastname@example.org (717) 796-1700
Levi serves as the financial project manager for Zak’s advisory team’s clients. 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 and Financial Life Planning committees.
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 began the educational component of the CFA program and has passed the first of three exams necessary for certification.
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 hopes and dreams.”
Outside of work:
Levi grew up in Elizabethtown where he still lives today. While at Messiah, he began attending West Shore Free Church in Mechanicsburg. When he isn’t at work, you can find him playing games with friends, jamming out on his electric guitar, or doing something outside.
His favorite organizations: