Make a difference! Join us April 26th & 27th for our 2024 Community Impact Project. Learn More ▶
Make a difference! Join us April 26th & 27th for our 2024 Community Impact Project. Learn More ▶
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.
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. Since graduation, Levi has completed the educational component of the CFA program and has passed all exams to become an official Chartered Financial Analyst (CFA).
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 Dover, PA, with his wife, Abby. Since moving to the area, they have been attending Church of the Open Door in West York. 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:
