P: 503-477-4818 | F: 503-477-6174
Levi’s path to Finity Group started years earlier as he often pitched in to help friends and family around their farms. He worked alongside those closest to him loading hay bales, building fence, running irrigation and performing various tasks dedicated to the farm’s success. These were efforts focused beyond the immediate season, with a goal to create a long-term, sustainable plan for each farm’s future. Levi saw firsthand the power of having a plan of action. Moreover he learned how to address issues while becoming a trusted resource to those relying on him. As he entered college, Levi pursued a degree in Economics. With his economic background coupled with his passion for problem solving and helping others, financial planning was a natural fit.
In starting with Finity Group, Levi saw the opportunity to join an organization that shared his passion to help others and was drawn to Finity’s team atmosphere and “shirt off your back” mentality. Levi is seeking to establish professional, long-term, relationships with clients built on a foundation of trust, hard work, and integrity. He looks to address client goals and concerns by educating them on material that is tailored to their specific needs. Levi is proud to have accepted a career with Finity Group and finds comfort in joining such a close knit community.
Levi graduated from the University of Oregon with a B.S. in Economics. His degree is complimented by a minor in Business Administration, as well as, a minor in Computer and Information Technology. Although he’s living in Portland now, Levi’s rural upbringing still plays a major role in his lifestyle. In his free time he enjoys hunting, angling and hiking.