Levi maintains a client driven approach to his service, has a passion for investing, and financial education. He focuses on helping clients establish and reach financial goals. Levi understands the market is ever-changing and increasingly unpredictable and plans need to be adjusted accordingly to stay on course. The client-advisor relationship is collaborative and as life changes so can goals. Levi prides himself in being available to clients and providing clarity on the plan for their financial health.
Levi comes to Pillar from TD Ameritrade, a Charles Schwab company where he worked as a specialist 2 in retail trading. On the trade desk he traded mutual funds, equities, and complex options strategies for high frequency retail trading clients. Levi found his passion for trading at Augustana College where he graduated with a Bachelor of Arts degree in Finance as well as Geography. Levi was the president of the Student Investment Fund for his junior and senior year of school where he managed and oversaw a portfolio of assets. Levi also participated in the CFA society of Chicago’s research competition where he led his research team to a 1st place finish out of all undergraduate teams, 2nd place overall. Levi has passed the SIE, series 7, series 63, and series 65 exams.
Outside of the office Levi enjoys barbecue, watching baseball, and fishing.