Our Team
Our tight-knit team can be defined by the longevity of us all working together, but what truly unifies us is the genuine care we bring to each client relationship.
We take a team approach to helping our clients, applying our complementary skills to benefit the individuals, families, and businesses we serve.
We are grateful and humbled by the trust placed in our hands by our clients, and we are committed to helping them turn their financial visions into reality.

Michael Leverty, ChFC®, CLU®, RICP®, CAP®
Founder | CEO

Luke Keene, CFP®, ChFC®, CLU®, RICP®
Partner | Chief Investment Officer

Josh Hawkins, CFP®, ChFC®, CLU®, CASL®, CAP®, RICP®, WMCP®, AEP®
Partner | Vice President of Financial Planning

Holly Pizzi
Director of Risk Services and Human Resources

Michael Nelson, ChFC®, CLU®, RICP®
Director of Investment Operations

Chantel Mitchell
Marketing and Communications Specialist

Emma Kempfert
Operations Associate | Executive Assistant
