Levi is an eight-year veteran in the wealth management industry and serves as the quarterback of the IQonic team. He tracks production, opportunities, and makes sure other team members have the resources they need to carry out their responsibilities. As someone who loves coming to work every day, Levi is passionate about the peace of mind IQonic’s meticulous process helps provide for clients. “Most people are naturally and justifiably cautious when working with advisors,” he says. “Our team is understanding of that. We intentionally try to meet with clients no less than four times before any decisions are made. In that time, we’re talking about family and goals and learning about who they are and what they want to achieve. Taking that time on the front end, then introducing them to our team, and helping them understand our team will ALWAYS be here for them builds the trust necessary for them to be forever clients.”
An Osborne, Kansas, native and graduate of Kansas State University, Levi now lives in Benton with his wife, Erin, and their children Madelyn and Jace. He enjoys golf, spending time with friends and family, and, as an avid Kansas City Chiefs fan, he’s attended every Chiefs playoff game since 2016.
