Broker Check

No Matter What Your Vision of Retirement Is,
We’ll Help You Get There

<br data-mce-bogus="1">Meet Your Team

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...

Read more

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...

Read more

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...

Read more

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...

Read more