Leverty Financial Group, LLC

Joshua Hawkins is a CFP® and ChFC® with 14 years of industry experience. He is currently with Leverty Financial Group, LLC, where he has worked since 2020, following prior roles at Northwestern Mutual Wealth Management Company and Leverty and Associates. Hawkins is also co-owner of LFG Tax, LLC, a tax preparation and filing service, and associate co-owner of LFG Risk Services, LLC, an affiliated insurance agency. Leverty Financial Group is a SEC-registered advisory firm with a six-advisor team managing approximately $567 million for over 600 clients. The firm serves individuals, small businesses, retirement plans, and non-profits, offering discretionary portfolio management, financial planning, and retirement-plan advisory services tailored to clients’ objectives.

Luke Keene is a CFP® and ChFC® with 18 years of industry experience. He is a financial advisor at Leverty Financial Group, LLC, where he has worked since 2017 across affiliated entities, including roles at Keene Wealth Management and LFG Tax, LLC. Prior to joining Leverty, he spent over a decade with Northwestern Mutual in various investment and wealth management capacities. Outside of advising, Keene is also involved as an associate in an insurance agency. Leverty Financial Group is a six-advisor team managing approximately $567 million for over 600 clients, including individuals, small businesses, retirement plans, and nonprofits. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, employing a range of investment strategies and technology solutions tailored to client objectives.

Michael Leverty is a financial advisor with Leverty Financial Group, LLC in Hudson, WI, holding the ChFC® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including roles at Northwestern Mutual and Leverage & Associates LLC. Outside of advising, he is involved in forest preservation and recreational land management and participates in farming operations annually. Leverty Financial Group is a six-advisor SEC-registered firm managing approximately $567 million for over 600 clients, serving individuals, small businesses, retirement plans, and nonprofits. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement advisory services, utilizing a diverse investment approach that includes model portfolios, third-party managers, ESG factors, and borrowing strategies.

Seth Blum is a CFP® and Series 65-licensed advisor with two years of industry experience. He is currently affiliated with Leverty Financial Group, LLC and also provides tax preparation and filing services through LFG Tax, LLC. Prior to joining Leverty Financial Group, he worked at ISC Financial Advisors and Strategic Tax & Business Consultants, LLC. Leverty Financial Group is a six-advisor SEC-registered firm managing approximately $567 million for over 600 clients, including individuals, small businesses, retirement plans, and nonprofits. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, using a diverse investment approach that incorporates model portfolios, third-party managers, and ESG considerations.

Michael Nelson is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with seven years of industry experience. He is currently affiliated with Leverty Financial Group, LLC, where he has worked since 2020, and previously worked at Northwestern Mutual Wealth Management Company from 2017 to 2020. Outside of his advisory role, Nelson assists with seasonal operations at Leverty's Traditional Trees. Leverty Financial Group is a six-advisor SEC-registered firm managing approximately $567 million for over 600 clients, including individuals, small businesses, retirement plans, and nonprofits. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a diverse investment approach that includes model portfolios, third-party managers, ESG considerations, and margin transactions.

Matthew Gendreau is a ChFC® credentialed advisor at Leverty Financial Group, LLC, with three years of industry experience. Prior to joining Leverty Financial Group, he worked at Wright-Hennepin Cooperative Electric Association and Proprietors Capital Holdings. Leverty Financial Group is a SEC-registered advisory firm with a six-person team managing approximately $567 million for over 600 clients. The firm serves individuals, small businesses, retirement plans, and nonprofits, providing discretionary portfolio management, financial planning, and retirement-plan advisory services tailored to client objectives.