Levi has over 15 years of experience as a financial advisor and is the Chief Executive Officer of Cutler Financial Group, Inc. He is a CERTIFIED FINANCIAL PLANNER™ professional and is also an Accredited Investment Fiduciary® Designee. Levi holds the FINRA General Securities registration (Series 7) and the Uniform Combined State Law Registration (series 66) through LPL Financial, as well as his Life and Health Insurance License. Levi is a 2006 graduate of Wartburg College in Waverly, Iowa where he earned a Bachelor of Arts degree in Communications, with a Minor in Business. Levi enjoys spending time with his family and friends. His hobbies are golfing, boating, and water/snow skiing.
Jake came on board with the Cutler Financial Group team in June of 2017. Initially hired as an Intern while studying Finance at Edgewood College, he has progressed within the company and now assumes the role of LPL Registered Administrative Associate. Jake holds the FINRA General Securities Registration (Series 7) and the Uniform Combined State Law Registration (Series 66) through LPL Financial. Jake enjoys spending free time with friends and family as well as bowling and playing volleyball and hockey.
Ashley is an Office Manager for Cutler Financial Group, Inc. She has her Bachelor of Business Administration in Marketing and Business Communications Minor from the University of Wisconsin Eau Claire. She spends her days helping to coordinate meetings and with day to day priorities. Ashley has history in event planning, development and in management. When not working, she is spending time with her husband and two sweet children.
Gary has over 30 years of experience in the Financial Services industry. Gary received his BA in Business Administration from Central College in 1975. In Gary’s free time his enjoys fishing and spending time with his wife Beth.