Levene has extensive experience supporting high-net-worth individuals and families. She believes a well-constructed financial plan is the essential foundation that dictates a purposeful investment strategy. She recognizes that financial planning is rarely just about the numbers; instead, she works closely with clients to understand how personal values impact their overall trajectory. By navigating the complexities of retirement, risk management, and legacy planning, Levene ensures every strategy is as resilient as it is personal. She believes true wealth is about more than a transfer of assets; it is about ensuring a client’s intentions are preserved for generations to come, especially as they navigate the transitions of major life milestones. 

Outside the office, Levene prioritizes an active lifestyle as an avid practitioner of Pilates and a frequent explorer of the hiking and biking trails throughout the DMV area (D.C., Maryland, and Virginia). She cherishes the quality time she spends traveling with her husband and connecting with family and friends.