Since April of 2019, Levi partnered with Veritas Wealth Advisors, an integrated financial services firm focused on creating comprehensive financial solutions. He began providing financial and insurance solutions as a Financial Advisor with Edward Jones Investment Company in 2012, holding Series 7, Series 66, and Life and Health Insurance licenses since 2012. He has partnered with many Retirees and their families, providing them personalized solutions for their retirement, insurance, estate, and legacy planning goals. Through close relationships and thorough conversations with his clients (who are more considered partners and friends), he has been able to provide them a complete, holistic, and individualized family plan while guiding them throughout life to continue to achieve their family goals throughout generations to come, along with protecting their family, and their existing and future wealth that they have and are working hard to achieve.
Levi was born in 1976 in Arizona and has had the pleasure to experience many different environments and people while growing up. He was raised in his younger years in Wickenburg and Pinetop, AZ, in the beautiful country and white mountains. Levi moved with his family to Huntington Beach, CA for High School, experiencing a much different atmosphere on the Beach and in the City. After working with his Father for a couple years after high school, Levi put himself through junior college in AZ and earned himself a full ride scholarship for the last 2 years of college playing football as a Quarterback. Levi has earned many accolades, including MVP his last 2 years of college, for his hard work, leadership, and performance. Levi finished out his college in Baldwin City, KS, at Baker University earning his BS degree in Business Finance in 2001, all while playing Football, raising his 1st child with 2nd being born his Senior year, and working during the off season to make ends meet. Levi was looked at by Professional teams, but decided to move on with his family and avoid any further injuries to himself. After College Levi is proud to call Reno, NV his home, setting his roots here in 2002 and raising his 4 children here in beautiful Northern Nevada. Levi has been involved in coaching and mentoring kids since moving here, sometimes coaching 2 teams in 1 season. Levi has also been involved in other youth development with Junior Achievement and Youth Pastoring. Levi has a passion for helping people and doing what’s right and this has what has set him apart from others.