John Levin

Managing Director

John focuses on helping business owners, professionals, high net worth individuals and families through exceptional service.

John knows the financial and insurance fields. He's been working in it since 1989. Throughout the years, John has accumulated knowledge and expertise, and he's earned his CLU, ChFC and RICP designations.  

Outside of his day job, John serves several organizations from professional to community-based. Professionally, John is a member of the Southern Arizona Estate Planning Council among other similar associations. Active in his community, John currently serves on the Tucson Medical Center Planned Giving Council and Board of Trustees.

When John is not at the office, you can find him spending time with his family or in the stands at a car race. He may like fast cars, but he loves safe investments.