Reap in Wealth Management, LLC

David Morgan is a financial advisor with Reap in Wealth Management, LLC, holding a Series 65 license and bringing 17 years of industry experience. He has been affiliated with Reap, LLC since 2001 and has involvement in insurance sales and fixed insurance products outside his advisory role. Reap in Wealth Management serves individual and high-net-worth clients by providing personalized financial planning and access to third-party portfolio management. The firm combines fundamental, technical, and cyclical investment analysis and operates with a team of six advisors managing approximately $33 million across multiple offices.

Mark Levin is a CFP® with 10 years of industry experience, currently serving at Reap in Wealth Management, LLC. He has been associated with Secure Your World since 2010. Outside of his advisory role, Levin is an outside insurance brokerage agent specializing in fixed insurance products and serves as vice president of the Malibu Cove Homeowners association in Wheeling, IL. Reap in Wealth Management serves individual and high-net-worth clients by providing personalized financial planning and access to third-party portfolio management. The firm offers a comprehensive planning approach covering cash-flow, tax, retirement, education funding, insurance review, and estate-planning referrals, operating through a fee-based model and utilizing multiple sub-advisors and model platforms for investment management.

Suzanna Koizumi is a financial advisor at Reap in Wealth Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Reap in Wealth Management since 2018, following a 16-year tenure at Vfa. Outside of her advisory work, she is involved as a partner in a real estate venture and affiliates with a nutritional products business. Reap in Wealth Management serves individual and high-net-worth clients, offering personalized financial planning and access to third-party portfolio management. The firm combines fundamental, technical, and cyclical investment analysis and operates through a team of six advisors managing approximately $33 million across multiple offices.