Levi Demour-Iozzo BBA, RRC, CFP®

Senior Financial Consultant

I am a dynamic financial planner with a passion for empowering others to achieve their financial goals. When not crunching numbers, I love exploring the great outdoors with my loyal companion Frankie by my side. With a love for cooking up delicious meals, hitting the gym, and soaking up quality time with loved ones, I bring a well-rounded approach to both finance and life. Whether strategizing investment plans or whipping up a gourmet dish, I thrive on helping others live their best lives, one balanced budget at a time.