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Meet Your Team

Levi A. Turner

President and Owner

(531) 999-7004

Born and raised in Oakland, IA, a small town in Southwest Iowa, Levi Turner grew up with an interest in stocks and finance. Levi had family members that worked in finance in different capacities, providing him with an opportunity to...
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Michael Cavaleri, CFA

Investment and Portfolio Manager

Michael Cavaleri, a Chartered Financial Analyst®, co-manages the portfolios and allocations utilized at Turner Financial. In addition, he assists clients to discover their financial goals, design their investment strategy, and to stay...

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