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 group(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 since 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 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:
LifeGuide Signature is our personalized and comprehensive service model for clients with investable assets or income greater than $450k.
We are currently accepting a limited number of new Signature clients for 2023.
If you’re interested in exploring whether LifeGuide Signature is right for you, please fill in your name and email address, and click the button below to complete a brief Signature Intro Questionnaire.
You’ve come to the right place! Our Managing Partner, Doug Denlinger, is a SmartVestor Pro.
Like Dave, we believe that financial peace is a critical component to leading your most impactful, fulfilled life—the life you are called to live. And we want to help you get there. Which is why we offer all Dave Ramsey fans a complimentary, no-strings-attached Exploration Meeting where we answer your questions and get to know each other.
In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire. Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
Our LifeGuide Essentials program is fully booked for 2022. If you’re interested in being placed on our waitlist for 2023, please submit your name and email below, and complete your Essentials Waitlist Questionnaire.