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Our Associates

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Bud Levy, CFP®, ChFC®, MBA

Founder and President

As the founder and president of NestEgg Advisors, I believe that sound financial advice is about having a plan that is customized to reflect your life’s goals. Over the past 30 years, I have created a practice dedicated to...

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Danny Larsen, CFP®, MSBA

Senior Financial Advisor

As a senior financial advisor, I’m passionate about making a positive impact in the lives of my clients. Clarifying their goals and values helps to advise in the development and implementation of financial plans, retirement...

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Evan Levy, CFP®

Financial Advisor

Joining NestEgg Advisors has allowed me the opportunity to experience a unique team approach and goal-oriented, client focus that is rare at other institutions. Within my role, I’m committed to helping clients achieve their...

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Susan Goldberg

Senior Client Service Associate

I’ve worked with NestEgg Advisors for 7 years, and in my role as senior client service associate, I am often the first point of contact. My goal is to make our clients and guests feel consistently comfortable and welcome when they meet...

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