Meet Your Team
As a firm, we’re dedicated to giving you a sense of comfort about an essential aspect of your life—your finances. The NestEgg Advisors team strives to be competent, reliable and sensitive to your concerns so that we can make the management of your finances as simple as possible for you.
Our goal is to spend time overseeing your nest egg so that you can spend energy on the things that make your life the most meaningful.
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...
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...
Lori A. Jordan
Senior Client Service Associate
For over 12 years, I’ve worked with NestEgg Advisors and currently serve as a senior client service associate. I bring roughly 35 years of industry experience to my role and prior affiliations include major asset management...
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...