Conrad is a Certified Financial Planner and Certified Public Account. He attended Kennesaw State University, graduating with a Bachelor’s in Business Administration. He went on to earn an additional degree, a Bachelor of Science in Accounting, before receiving his CPA designation. In addition to his position as financial advisor with Southport Capital, Conrad is also President of Levesque & Associates, a tax advisory and accounting firm located in Historic Marietta, GA.
After more than a decade in the tax and accounting, Conrad expanded his services to include consulting and financial planning, focusing primarily on individuals and small to medium-sized businesses. He believes in the value of a comprehensive financial plan, methodically evaluating each client’s life goals, risk tolerance, investment goals, retirement objectives, and estate needs. He leverages his extensive understanding of tax law and application to not only help clients reach goals but mitigate any tax impact. Though Conrad enjoys helping any client that he can, his advisory and tax practices specialize in:
• Closely-held business owners and investors
• Dynastic families
• Business succession planning
In his free time, Conrad enjoys playing golf, spending weekends on the lake, and playing with his niece and three nephews. He and his wife, Chelsea, reside in West Cobb with their two rescue dogs, Mary Jane and Drake.