Levi has been with Waddell & Reed since 2006. Levi earned his CMFC designation in 2008 which helps him evaluate mutual funds and provide recommendations to his clients. Levi utilizes his experience to develop strategies that focus on managing risk during various market conditions, customizing portfolios based on the individual goals and constraints & assisting clients with life’s many unknowns as they arise. Levi believes financial planning is a lifelong, personal process that you create and adapt to be based on your needs, your values, and your unique situation.
Levi & his wife, Sara, are the parents of three young girls. When not spending time with the family, Levi enjoys fishing, hunting, snowmobiling and anything involving the outdoors.