Levi’s journey into the financial industry began soon after his college graduation. Watching friends and family lose nearly half their life savings during the market crash of 2008 — just as many hoped to retire — spurred him to roll up his sleeves and begin a career helping others navigate their financial future.

Since 2017, Levi has brought a skilled background to Financial Integrity, having worked as a bank financial representative, a broker and back-office support for other financial advisors. He graduated from the University of Kansas with a bachelor’s degree in economics. Today, he helps make the complexity of financial planning easier to understand, so clients can remain focused on enjoying their retirement.

A CERTIFIED FINANCIAL PLANNER™ professional, Levi has passed his Series 65 securities exam and holds life and health insurance licenses in Colorado and several other states.

Levi lives in Highlands Ranch, Colorado, with his wife, Tanya, their daughter, Vivian, and their dog, Amber. The family loves to travel, and outside of the office, Levi enjoys hiking, climbing, snowboarding or learning about other languages or cultures.