Levi Sheffield
Planning Support Specialist
Levi is a professional with a unique blend of passions and experience. Hailing from his hometown of Juliette, Georgia, his roots have instilled in him a profound appreciation for community and strong work ethic. Levi is a graduate of the University of Georgia where he earned his Bachelor’s in financial planning and Master of Science in Behavioral Finance and Financial Therapy.
Outside of the office, Levi can often be found swinging a paddle on the court– as he is an avid pickleball enthusiast. Levi also enjoys PC gaming and has a passion for pour-over coffee. With his combination of interests, Levi approaches every task with unwavering dedication and strives to create a positive impact in his personal and professional pursuits.
Levi assists with administrative tasks during client meetings including taking notes and acting as a communication liaison. Additionally, Levi collaborates with advisors on various planning strategies, and case preparation.
Outside of the office, Levi can often be found swinging a paddle on the court– as he is an avid pickleball enthusiast. Levi also enjoys PC gaming and has a passion for pour-over coffee. With his combination of interests, Levi approaches every task with unwavering dedication and strives to create a positive impact in his personal and professional pursuits.
Levi assists with administrative tasks during client meetings including taking notes and acting as a communication liaison. Additionally, Levi collaborates with advisors on various planning strategies, and case preparation.