Levi is one of the co-founders of Tahoma Advisory Group and has been in the financial services industry for decades. Levi’s designations include CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). While he is well-versed in many aspects of the industry, he’s focused much of professional efforts towards financial estate, business and retirement planning for both individuals and closely-held companies.
A graduate of Wheaton College, Levi is the past president of the SW Chapter of the Society of Financial Service Professionals and has been a featured speaker several times for the Tacoma and Olympia Estate Planning Councils. Levi was also a featured speaker at the Commonwealth Financial Network National Wealth Symposium in 2008.
Levi and his wife have lived in Puyallup since the early 1980’s where they raised their children. Levi is very active in his church and enjoys spending time with his family when not at work.
Tahoma Advisory Group is a Puyallup, WA-based financial consulting firm committed to forming lasting partnerships with individuals, families, and businesses. They prioritize open communication and thorough analysis to help their clients achieve their financial goals. Their "Planning First and Investing Second" approach tailors their strategy to their client's unique needs and aspirations.
Offering a comprehensive suite of services, including portfolio management, estate planning coordination, and business succession planning, Tahoma Advisory Group goes beyond financial advice. They’re constantly building a friendly and supportive environment for their clients and their team.
Financial Advisor
