In 2017 Chad founded Voytik Financial Group, and Zach founded Jamison Wealth Management. While they were navigating the start up of their respective firms they became great friends constantly leaning on each other for how to provide better value to their clients and teams.

Chad and Zach were individually recognized as Northwestern Mutual's FORUM, which is awarded to the top 2% of advisors in the entire company. This is the highest level of achievement that Northwestern Mutual recognizes.

While they were sitting together for a day of business planning and development in Nashville they began discussing ways to improve the value they can bring to their clients. At this moment an idea was born. The idea to combine their forces to build something better, have a bigger impact, and reach more families together than they ever could separately.

We as a team alongside our clients are always aiming to reach the next level to improve, and we believe in the power of team work to do that. Our goal has always been, and will always remain, to surround our clients with professionals and experts that can enhance the value that we are able to bring.

The pursuit of becoming better in all aspects of life is at the core of our firm. There is always opportunity to learn, grow, and improve. That is why we named the firm Levels Wealth Partners. There is always a next level no matter where we are in life. It does not matter what level you are on right now, but what matters more is that we strive for the next one. This is not a professional mantra, but very much so a personal core value as well.

Our commitment to our clients is to always be pursuing the next level as we help you pursue yours.