Level Financial Vice President and Partner, Steven Elwell, CFP®, was recently honored by Alfred State with their Outstanding Young Alumni Award. The annual award is presented to an Alfred State graduate who, within ten years of his or her graduation, has demonstrated outstanding service to his or her profession, community, and Alfred State. Steven graduated from SUNY Alfred in 2007 with a Bachelors degree in Financial Planning. After starting as an intern with Level (formerly Schroeder, Braxton & Vogt), he took over the Financial Planning Department for the firm and was promoted to Vice President. He became a co-owner of the company in 2014. Steven is one of four financial professionals with Level Financial affiliated with the Financial Planning program at Alfred State.
May 17 2017