John E. Levee Senior Financial Advisor, CWS®

For more than 20 years, John has been educating clients about growing and preserving assets, maximizing income, and minimizing taxes. He has counseled his clients through various complex financial and estate planning situations with a focus on developing deep and meaningful relationships with them. The foundation of his practice is his comprehensive wealth integration strategy which marries asset management, financial planning, estate planning, and tax management.

John also works closely with other professionals to develop strategies and maximize preservation for his clients. John has earned the designation of Certified Wealth Strategist® (CWS®) through the Cannon Financial Institute.

John’s love of people and desire to give back extends to his community and church, having been active for years in youth baseball and church activities. His love for animals prompted his service to the Humane Society of Williamson County, including a stint as President of the Board of Directors. John and his wife, Laurie, have four children and five grandchildren. His hobbies include spoiling his grandchildren, wine, fishing, and golf.

California Insurance License Number 0014347

 

John E. Levee is a registered representative of DFPG Investments, LLC. Securities offered through DFPG Investments, LLC. Member FINRA/SiPC. Investment advisory services offered through RIA Advisors, a SEC Registered Investment Advisor. DFPG Investments, LLC. and RIA Advisors are not affiliated.

Christopher LaRochelle
Financial Advisor, MBA, MS PFP, CFP®, CDFA