I spent 3 years in the bank-run private wealth management world working primarily with high net worth families and individuals. As much as I enjoyed helping this demographic, I realized that many people, particularly those from my generation, were far too often left behind.
I wanted to change that.
My mission in life has always been to help others. As a child, I wanted to become a doctor because I found that helping others was such a rewarding experience for me. Although the medical field did not become my path, I’ve found another way to fulfill this mission.
The truth is, our generation faces a unique set of circumstances. We live in a digital era surrounded by technology and a constant stream of information. Many of us are college educated and burdened with student loans. We lived through, and very well remember, one of the worst financial crises in history. Plus to top it all off, we were taught very little in school about healthy financial habits and preparing for the future.
None of this sat well with me. As a Millennial myself, I have experienced many of these struggles first-hand. I knew I had to act. I knew I had to actually do something about it. When I found Levi, it quickly became clear how I was going to make that happen.
Here we find ourselves today, on this journey to change the financial futures of our generation and help others any way we can. We hope you’ll join us in this adventure.