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Meet the Team

  • Bruce Levis

    MB, Levis
    President

    Bruce is a Certified Financial Plannerâ„¢ with extensive experience in all areas of financial planning and investment management. Bruce works with clients to help develop comprehensive and practical solutions to their unique financial issues.

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  • Jason Henninger

    MB, Levis
    Senior Client Relationship Representative / Director of Portfolio Management

    Jason is a Certified Financial Plannerâ„¢. Jason works directly with clients to help design, implement and monitor client investment portfolios.

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  • Leslie Childs

    MB, Levis
    Director of Operations

    Leslie coordinates the operational and client service area for the firm including account opening, transfers, client correspondence and all other service related aspects of the firm.

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  • Donald Sledz

    MB, Levis
    Portfolio Manager

    Don is responsible for the day to day management of client portfolios, maintaining target allocations and managing the cash flow needs of our clients as well as preparing investment reviews and proposals.

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