John Levi has more than 25 years of experience advising clients on investments and retirement and estate planning. John enjoys spending time listening to and working with his clients to help them achieve their financial goals.
John believes it is important to give back and volunteers with several organizations in his River Falls community. He has served on the River Falls Community Foundation, Habitat for Humanity and as Treasurer for the Northwest Synod of ECLA.
In his free time, John enjoys golfing, fishing and spending time with his wife and two daughters. He also loves to travel and has participated in three International Habitat for Humanity builds in Argentina, Guatemala, and Fiji.
John has a B.A, in Marketing and Economics from the University of Wisconsin Eau Claire, along with several industry designations he has earned in his years in the business.
John is licensed is AZ, FL, IA, MN, OH, SD, TX and WI.