THE TEAM
Designers of the Financial Life Map
John is a Principal of Latitude Financial, LLC and Vice President of Latitude Advisors, LLC, a SEC Registered Investment Advisory firm. He has been involved in the financial services business since 1995. John's responsibilities include recruiting and training financial advisors within his firm, which is comprised of accounting professionals, insurance agents and financial advisors. John also dedicates his efforts to working with individual and business clients, helping them to define and reach their financial goals. John received a Bachelor of Science degree in Business Administration and a Minor in Psychology from Bradley University, in Peoria, Illinois. His passion has been youth sports and he co-founded a not-for-profit youth athletic association in his local community of which he still serves on the board. John currently holds multiple securities licenses and is an independent licensed insurance producer.
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Stephen J. Levine was born in Belle Harbor, NY, where the name of his company Harbor Financial, Inc. originated. He has been in the financial services business for almost 35 years, starting back in 1986. Within his years in the business, Stephen has seen many fluctuations in the markets and the economy. Stephen started his career as an accountant in New York City. Within a year of graduating from college, he passed his securities exams and began his career in the financial services business. To further help individuals and businesses achieve their financial goals, he added insurance into his purview.
Stephen began at New York Life as a Training Manager for a financial services office in Brooklyn, NY. Subsequently, he founded Harbor Financial, Inc. originally as a marketing arm for insurance and financial advisors. This led him to create an insurance agency and join Hochman & Baker, Inc. (a Prudential Financial Company) where he became the Regional Marketing Director for the Northeast. Today, Stephen markets his business through Harbor Financial, Inc. He has a daughter that he's hoping will join him in the near future and ultimately take over Harbor Financial, Inc. |
Don is a co- developer of the Financial Life Map program. He is a 20+ year veteran of the financial services industry, holding multiple securities licenses, as well as being Life, Health, Property and Casualty licenses.
Don has a wealth of experience and knowledge in personal and business finance, counseling hundreds of others to navigate the events that life and business send their way. The passion for helping others solve problems in order to reach their life, business and financial goals, is the primary driver behind the Financial Life Map program. Don is a resident of Kentucky, and serves clients primarily in the states of Kentucky, Ohio and Indiana. |
