Our Team

Our Team

Our team at the Leverty Financial Group is committed to helping our clients, whether they are concerned about their own financial needs or those of their family or business. When becoming a client of the Leverty Financial Group, trust is being placed in our hands, to help turn visions into reality. We are commited to excellent customer service.

If at any time you have a question, concern, or need, please let us know.

 
Michael Leverty

Michael Leverty, ChFC®, CLU®, RICP®, CAP®

Wealth Management Advisor
Office 715-377-2080

Mike Leverty is the Founder and Wealth Management Advisor for The Leverty Financial Group .

He graduated from the University of Minnesota- Carlson School of Management with a double major in Finance and Risk Management.  Mike joined Northwestern Mutual in 2002 and established the Hudson, WI office in 2006.

As Mike's practice grew so did his team.  He now works with a team of highly credentialed investment and planning professionals. The team specializes in helping clients transition into retirement, with an emphasis on planning for local corporate employees and their families.

Mike was born and raised in Hudson, where he now lives with his wife Hailley and sons Leyton and Levi.  Mike and Hailley are deep-rooted in the community and encourage support of our local non-profits and businesses. They also enjoy spending time at the family Christmas Tree Farm in Houlton WI. 

 
Luke Keene

Luke Keene, CFP®, ChFC®, CLU®, RICP®

Associate Wealth Management Advisor
Office 715-377-2092

Luke is an Advisor and Executive Vice President for Leverty Financial Group.  He began his career at Northwestern Mutual as a Financial Representative intern in 2007 before becoming a Full Time Financial Representative in 2008.  He joined Leverty Financial Group in 2009.

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 clients' needs and commitment to ensuring we provide the best recommendations for every client are qualities that allow him to excel in his role. He is also the Chair of our internal 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 an individualized major in Entrepreneurial Management and a minor in Economics.  He lives in Woodbury with his wife Anne and their two children, Rosella and Harrison.

 
Sara Juran

Sara Juran, MBA

Associate Wealth Management Advisor
Office 612-564-2299

Sara is an Advisor and Vice President for Leverty Financial Group.  She began her career with Northwestern Mutual as a Financial Advisor in 2016 after 13 years of leadership with a Fortune 50 company.  She joined Leverty Financial Group in 2018.

Sara's primary role is meeting with new and current clients as an Advisor.  She is passionate about coaching and guiding clients throughout their lives by helping them understand complex financial issues and how they can affect life goals - whether a client is working to achieve current financial success or to protect and preserve assets over the long-term.  Sara works with various team members to develop a financial plan and implementation strategy to help clients set up a road map to achieve their goals. 

Sara is from Sioux Falls, South Dakota.  She graduated from Dana College with Finance and Communications degrees and later earned her MBA from Augsburg College.  She lives in Minneapolis with her husband Aaron and their two children, Blake and Olivia.

 
Heidi Hansen

Heidi Hansen

Office Coordinator
Office 715-377-2080

Heidi is our Office Coordinator.  She joined Leverty Financial Group in 2013.

Heidi is the point person for connecting clients with the appropriate team members.  She primarily manages Mike Leverty’s calendar and appointments and can also assist with scheduling for any of our various team members.  Heidi takes pride in working with a first-class team of people dedicated to helping clients reach their financial and personal goals. 

Heidi is from Hudson, Wisconsin.  Outside of work she enjoys volunteering at the Phipps Center for the Arts and taking dance and yoga classes.  She lives in Hudson with her husband Keith. They have two daughters, Charlie and Lillian.

 
Josh Hawkins

Josh Hawkins, CFP®, ChFC®, CLU®, CASL®, RICP®

Director of Financial Planning
Office 715-377-2090

Josh is our Director of Financial Planning.  He began his career with Northwestern Mutual in 2011 and later joined Leverty Financial Group in 2013.

Josh’s primary role as the Director of Financial Planning is to gather and analyze information from our 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 during review of your ongoing plan.

Josh is from Woodbury, Minnesota.  He graduated from the College of St Scholastica with degrees in Finance and Management.  He lives in Woodbury with his wife Emily.

 
Abby Meyers

Abby Meyers, ChFC®, CLU®, RICP®

Director of Wealth Management Services
Office 715-377-2089

Abby is our Director of Wealth Management Services.  She began her career with Northwestern Mutual in 2008 as an Operations Specialist before transitioning to an Associate Director of Network Office Supervision and finally an Associate Wealth Management Advisor.  She joined Leverty Financial Group in 2016.

Abby’s primary role to work with clients throughout the plan implementation process.  She works closely with the team to understand your plan and assists clients throughout the transition process to ensure your experience with our team is top notch.  Once you have made a commitment to working with our team, Abby will work closely with you to gather information for your new accounts and transition and implement your strategies.  She is also an ongoing resource for answering questions.

Abby is from Hastings, Minnesota.  She graduated from the University of Wisconsin-River Falls with a degree in Mathematics.  She lives in Hastings with her husband Brian.

 
Michael Nelson

Michael Nelson, ChFC®, CLU®

Advisory Operations Specialist
Office 715-377-2081

Mike is our Advisory Operations Specialist.  He began his career with Northwestern Mutual as an intern in the Mankato office before transitioning to Operations Support for the General Agency.  He joined Leverty Financial Group in 2017. 

Mike’s role is to provide internal support to all team members assisting in implementing, servicing, and documenting the client experience within our investment and insurance practice.  Although you may not have direct contact with Mike, he is the behind the scenes expert for ensuring transactions are processed correctly.

Mike is from Morgan, Minnesota.  He graduated from Southwest Minnesota State in Marshall MN with a degree in Personal Finance.  He is engaged to Katie and currently lives in St Paul.

 
Holly Pizzi

Holly Pizzi

Associate Financial Representative
Office 715-377-2080

Holly is our Associate Financial Representative.  She joined Leverty Financial Group in April 2019.  Her 21 years of experience in project management allow her to work with various team members with ease.

Holly's role is providing internal support to all team members, assisting them in servicing clients and documenting the client experience within our insurance practice.  She is also responsible for managing all insurance applications throughout the underwriting process.  Her organizational skills and high attention to detail make her an asset to the team across the board.    If you visit the office, you may also see her at the front desk on occasion.

Holly is from River Falls, Wisconsin. She graduated from University of Wisconsin-River Falls with a degree in Sociology.  She lives in River Falls with her husband Jeff and their two children, Ally and Olivia.

 

Michael Leverty, ChFC®, CLU®, RICP®, CAP®
Wealth Management Advisor


Leverty Financial Group

 

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