Licenses Held: Series 7 & 66
Levi is passionate about supporting clients through every stage of their financial journey and finds the greatest fulfillment in helping those around him. He holds the Certified Retirement Counselor® designation, providing extensive experience for clients navigating retirement. As Vice President of Operations, Levi leads the KAC team in delivering exceptional service and operational excellence. He oversees account openings, trade execution, withdrawals, tax coordination, Roth conversions, and retirement plan updates—ensuring every client experience is handled with care and precision.
Before joining KAC, Levi worked at Fidelity Investments, where he assisted clients with retirement planning and investments. He earned his bachelor’s degree in Business Finance, along with a certificate in Business Administration, from Brigham Young University–Idaho.
Outside the office, Levi enjoys spending time with his wife, Bella, watching golf and football, and cheering on his favorite team—the Detroit Lions.