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Levi C

Series 65

San Angelo, TX

Outlier Financial Partners, LLC

Levi Calhoun is a financial advisor with Outlier Financial Partners, LLC, holding a Series 65 credential and two years of industry experience. He has worked at Geneva Financial, LLC since 2020 and previously held roles at LeaderOne Financial and Gateway Mortgage Group, LLC. He also works as a mortgage loan originator for Geneva Financial. Outlier Financial Partners, LLC provides discretionary wealth management and financial planning services to individuals, families, and businesses. The firm emphasizes active management with fundamental analysis, diversification, and rebalancing, and offers a subscription-based financial planning service alongside portfolio management.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Active portfolio management Founder/Business Owner Executive Young Families Approaching retirement
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Nathan G

Series 65

San Angelo, TX

Outlier Financial Partners, LLC

Nathan Granzin is a financial advisor at Outlier Financial Partners, LLC in San Angelo, TX, with one year of industry experience. He holds the Series 65 designation and has worked as an automotive technician at Jim Bass Ford since 2012. Outlier Financial Partners serves individuals, families, and businesses by providing discretionary wealth management and financial planning, using an active management approach focused on fundamental analysis and diversification.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Active portfolio management Founder/Business Owner Executive Young Families Approaching retirement
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Justin O

Series 65

San Angelo, TX

Outlier Financial Partners, LLC

Justin Owen is a financial advisor at Outlier Financial Partners, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Owen Financial Planning, LLC since 2017, alongside prior roles at Goodyear Tire & Rubber Co and Jim Bass Ford. Outlier Financial Partners, LLC provides discretionary wealth management and financial planning services to individuals, families, and businesses. The firm manages approximately $23.78 million in discretionary assets and offers an investment approach that emphasizes tailored, active management using fundamental analysis, diversification, and drift-based rebalancing.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Active portfolio management Founder/Business Owner Executive Young Families Approaching retirement
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