About Levi

Following a summer internship in 2025 and graduating in December, Levi officially joined the advisory team at Financial Plan in early 2026.

Born and raised in Lynden, Levi graduated from Calvin University in Grand Rapids, Michigan with a double major in Finance and Accounting and a minor in Supply Chain Management. After gaining experience in the world of accounting, Levi turned his attention to the career he had always envisioned for himself, personal finance. His natural interest and passion for the subject matter quickly made Levi an asset to our advisory team and he now supports a variety of client teams as he works towards obtaining his CFP® credentials.

A competitive golfer in high school, Levi still enjoys hitting the links when time allows and is the proud owner of a large collection of sports trading cards, a hobby he shares with his dad.