When it comes to helping clients achieve their financial goals, Levi maintains a client-driven approach that prioritizes their needs. As a passionate investor and financial educator, he understands the importance of adjusting plans to adapt to the ever-changing and unpredictable market. That's why Levi's focus is on creating collaborative relationships with his clients, allowing for flexibility as their goals and needs shift throughout their lives.
One of things Levi prides himself on is his availability to his clients. Financial planning can be confusing, and he strives to provide clarity and understanding to make the process as stress-free as possible. Whether answering questions or making portfolio adjustments, Levi is always there to help.
Before joining the team at Pillar, Levi gained valuable experience trading mutual funds, equities, and complex options strategies for high-frequency retail trading clients at TD Ameritrade, a Charles Schwab company. His passion for trading began at Augustana College, where he served as the President of the Student Investment Fund and led his research team to a first-place finish in the CFA Society of Chicago's undergraduate research competition.
He holds a Bachelor of Arts degree in Finance and Geography and has passed the SIE, Series 7, Series 63, and Series 65 exams. In addition, Levi has attained the CFP® designation. When he is not working, Levi enjoys exploring the great outdoors and spending time with his friends and family.