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.
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...
Lori A. Jordan
Operations Manager
For over 12 years, I’ve worked with NestEgg Advisors and currently serve as the team’s operations manager. I bring roughly 35 years of industry experience to my role and prior affiliations include major asset management...
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...
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...
Susan Goldberg
Client Services Associate
I’ve worked with NestEgg Advisors for 7 years, and in my role as client services 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...