Planning Support Specialist
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.