Retirement Plan Advisor
Justin Levonyak serves as an Advisor for the Retirement Benefits Advisors group. Since joining the firm in 2015, he has been primarily focused on providing comprehensive consulting services to 401(k) plan sponsors and their plan participants. His role with the group includes garnering new business in the small market sector as well as helping plan sponsors implement fiduciary best practices to enhance plan performance and improve participant outcomes. He also provides value-added insight for investment analytics and is responsible for client service and retention for all market segments.
Justin graduated from DePaul University in 2016 with a degree in Accounting and holds FINRA Series 7 and 66 Licenses, in addition to his Illinois Life & Health Insurance Licenses. He also holds the Accredited Investment Fiduciary (AIF®), Certified Plan Fiduciary Advisor (CPFA®), Certified Health Savings Advisor (CHSA®) and Chartered Retirement Plan Specialist (CRPS®) professional designations. In his spare time, Justin serves as a member and treasurer for the Erie Family Health Centers Associate Board and also volunteers with Habitat for Humanity. Justin lives in Addison, Illinois.
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Call us at 312-431-6571 or:
231 South LaSalle St., 13th Floor
Chicago, IL 60604