LEVERTY FINANCIAL GROUP - Key Persons
Job Titles:
- Director of Investment Operations
- Marketing and Communications Specialist
Chantel is our Marketing and Communications Specialist. She comes to Leverty Financial Group with 25 years of experience outside the financial industry. Chantel manages our social media platforms, marketing, public relations, and community engagement. She is attentive to all aspects of the client experience. She carries out our commitment to giving back and being good stewards in our community. Chantel is from River Falls, Wisconsin. She graduated from the University of Wisconsin- Oshkosh with a degree in Human Services. She lives in Prescott with her husband Ron and their three sons, Matthew, Aiden, and Isaac.
Job Titles:
- Executive Assistant
- Operations Associate
Emma is our Operations Associate/Executive Assistant. She works with our team to process the daily management of client accounts, prepares documents, coordinates client meetings, supports lead advisors, and assists in office management. Emma's role is a vital part of our team approach to providing a seamless client experience. Emma is from Stacy, MN. She graduated from the University of Wisconsin- River Falls with a degree in Exercise and Sports Science. She lives in Hudson with her husband Jake and their sons Kroy and Knox.
Job Titles:
- Director of Risk Services and Human Resources
Holly is our Director of Risk Services and Human Resources. She has over 20 years of experience in project management and 4 years of industry experience. Holly's role is managing the client experience and process within our insurance practice along with handling internal human resources and providing support to all team members. Her organizational skills and high attention to detail make her an asset to the team across the board. Holly is from River Falls, Wisconsin. She graduated from the University of Wisconsin-River Falls with a degree in Sociology. She lives in River Falls with her husband Jeff and their two daughters, Ally and Olivia.
Josh is a Partner and our Vice President of Financial Planning. Josh has 12 years of financial planning experience. Josh's role is to gather and analyze information from clients as we construct your financial plan. He consults our Lead Advisors in preparing recommendations for a road map for your financial future. Your interaction with Josh will be in the beginning stages of your plan design as well as during the review of your ongoing plan. Josh is from Woodbury, Minnesota. He graduated from the College of Saint Scholastica with degrees in Finance and Management. He lives in Woodbury with his wife Emily and son Hudson.
Luke Keene - Chief Investment Officer
Luke is a Partner and Chief Investment Officer for Leverty Financial Group with 16 years of financial planning experience. Luke's primary role is working directly with clients as their lead advisor. He meets with clients daily to review and clarify their goals for their financial future. Luke's dedication to understanding our client's needs and commitment to ensuring we provide the best recommendations for every client are qualities that allow him to excel in his role. As CIO, he is the Chair of our Investment Committee, which helps keep market-related concerns affecting our clients at the forefront of his mind. Luke is from Hastings, Minnesota. He graduated from Saint John's University with a major in Entrepreneurial Management and a minor in Economics. He lives in Woodbury with his wife Anne and their three children, Rosella, Harrison, and Winston.
Job Titles:
- Investment Operations Associate
Matt is our Investment Operations Associate. He supports our advisors and clients on a daily basis by handling service requests, making deposits/withdrawals, handling wire transfers, processing charitable stock gifts and IRA distributions. Matt is a valuable member of the Investment Operations team. He is knowledgeable, efficient, and always willing to go the extra mile to help our advisors and our clients. Matt is from Annandale, MN. He graduated from the University of St. Thomas with a degree in Business Administration. He lives in St. Paul, MN.
Mike is our Director of Investment Operations. He has 7 years of industry experience and joined Leverty Financial Group in 2017. His role is to manage the investment operations team and assist the team and clients with service requests. Mike is also responsible for our investment portfolio administration, trading, and reporting, all with an eye toward finding the best way to execute your comprehensive financial plan.
Mike is from Morgan, Minnesota. He graduated from Southwest Minnesota State in Marshall MN with a degree in Personal Finance. He lives in Lake Elmo with his wife Katie and daughters Luna and Addie.
Mike Leverty is the Founder and CEO of Leverty Financial Group bringing 20+ years of industry leadership and financial planning experience to his role. Mike specializes in helping clients transition into retirement, with an emphasis on planning for corporate employees and their families. Mike is from Hudson, Wisconsin where he now lives with his wife Hailley and their three children Leyton, Levi, and Lauryn. Mike graduated from the University of Minnesota- Carlson School of Management with a double major in Finance and Risk Management.