Vice President of Investments
Licenses held: Series 7, 66
Levi delights in servicing our clients every step of the way to their own financial freedom, taking into consideration each client’s personal circumstances and life experiences. He is happiest when helping those around him. Before joining the KAC team, Levi worked at Fidelity Investments as a Retirement Specialist assisting clients with small business retirement plans and individual retirement accounts. He also worked on Fidelity’s Margin and Options team, where he serviced client accounts and traded as needed.
He graduated from Brigham Young University – Idaho with a bachelor's degree in Business Finance and with a certificate in Business Administration. Levi enjoys playing all sports, vacationing and spending time with his family.