Levi launched Dornick Wealth Management with a clear mission: to serve as an outsourced CFO for individuals, families, and business owners by providing personalized attention to every client. Levi leads the firm’s efforts in investment management and comprehensive financial planning, aiming to reduce the stress and challenges of his clients who are balancing busy lives.  After years in credit analysis, investment management, and M&A advisory, Levi decided to build a wealth management firm that provides holistic, transparent, and tailored strategies to clients in a meaningful way. He measures success not by the number of clients the firm serves, but by the clients achieving their goals.

Levi was a two-time Cleveland/Srixon Academic All-America Scholar on the men’s golf team at the University of Texas at Dallas, where he graduated Magna Cum Laude as a double major in Finance in Economics. He also earned an MBA from Pepperdine Graziadio Business School. Committed to continuous learning, Levi is a CFA Charterholder and a CFP® Professional bringing both technical expertise and practical experience to every client’s unique financial situation.