Victor Levi

Victor Levi

Client Service Associate

MY BACKGROUND AND WHAT BROUGHT ME HERE…

After studying Communications at Baylor University, I began my professional career working in the back office for a trust company that served as custodian for IRA accounts. I found the world of non-traditional assets within IRA accounts vast and interesting. I continued to learn and moved on to get my Series 6 license and worked for Janus Mutual Fund Company, where I gained valuable client service experience. After the Dotcom Bubble burst, I transitioned from financial services to training and development, helping Fortune 500 companies define their corporate culture. While living in Austin, Texas, I became a small business entrepreneur and opened my own coffee shop where I created excellent products, experiences, and community for my customers for over 15 years. I discovered the magic of Tucson and joined the team at Treiberg Wealth Management early in 2022, where my broad and varied experience gives me a unique perspective and allows me to provide exceptional service to our clients.

OUTSIDE THE OFFICE…

I still love coffee and enjoy finding unique, homegrown shops where I can settle in and read, people-watch, and enjoy a tasty cold brew. I also love hiking and exploring Tucson's many fantastic trails with my husband.

A FEW UNIQUE FACTS ABOUT ME…

I was born in Germany to American parents and lived in Germany, Spain, and the UK all before the age of five. I also spent three years teaching English in Siberia, north of Mongolia. Traveling and experiencing other cultures is pure joy for me, and Vancouver, BC, feels like a home away from home. Lately, I've been spending time at an off-the-grid cabin north of Taos, New Mexico, for solitude and stargazing.

PROFESSIONAL FACTS…

I'm always looking for ways to improve my knowledge and skills to better serve our clients. I'm contemplating re-sitting for my Series 6 license and adding further education to support our clients.