Client Centered

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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ALWAYS LOOKING FORWARD AND PLANNING AHEAD

Commercial 

We create strategies that are tailored to your needs and goals.

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Life 

Years of experience have prepared us to guide you through your life transitions.

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Home 

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Auto 

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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About Levi

I’m a passionate local business owner in Junction City. When I opened my agency in March 2016, I was the youngest agency owner in Oregon. Long-term relationships that encourage open and honest communication have been the cornerstone of my success.

Outside of work I am truly a blessed man. About 2 years ago I married my gorgeous and spunky wife Mercy. She's a light wherever she goes and we enjoy serving together and volunteering at our church.

 

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