Each member of the PFG Team brings their own unique strengths and skills to come together and perform at our best for you. Everything we do is a team effort; all client meetings have two advisors and the plans we create are generated from the collective expertise of the whole group. As your needs grow and evolve, PFG will be there alongside you as your complete and strategic advisor.
As a recovering attorney, dad and founder of the Power Forward Group, my life involves wearing a lot of different hats - some that I steal from my dad. My career began as an estate planning attorney, mainly working with clients on the back-end of their careers and lives.
I realized a large gap existed from a financial perspective on educating people how to maximize the wealth they accumulate throughout their lifetime. The creative solutions and adaptive planning strategies we implement aid our clients in achieving their version of success.
Learn more about Ruvin's journey from attorney to financial advisor.
Ruvin holds his Series 7 and 66 licenses and is a Registered Representative of HTK.
Hockey
Understanding the need for a team and working together is something I apply to PFG every day.
Of Monsters and Men
Their albums never get old, just ask my kids!
The War of Art
There is nothing better than a book you can’t put down. War of art is that book for me.
Laphroaig Neat
Nothing like having a drink that reminds you of a summer barbeque with each sip!
Acquired
Every company has a story. This pod is a window into the playbooks that built the world's greatest companies.
Skiing in Killington
Skiing with the family is a staple holiday in the Levavi household. Nothing beats the crisp slopes on a cold winter day.
As Managing Director of PFG, I’m dedicated to ensuring every part of our firm operates with excellence- from supporting our founder and advisors, to enhancing the client experience, optimizing our processes, and strengthening our marketing and digital presence. My goal is to create an environment where our advisors and clients alike can thrive through clarity, consistency, and collaboration.
Before joining PFG, I graduated Magna Cum Laude from Seton Hall University with a triple major in Finance, Management, and Marketing. I began my career as a financial professional and registered representative, where I developed a deep appreciation for the client journey and the importance of integrating technology to elevate both efficiency and service.
I’m proud to help lead our team as your “power forward”- a trusted, strategic partner committed to helping you move confidently toward your goals.
Mikaela holds her Series 6 and 63 licenses and is a Registered Representative of HTK.
Basketball
Playing, coaching, refereeing, and now mostly watching- I'm obsessed.
A Mix Only I Could Love
From 2010 Drake to Irish music to Oliva Dean.. let's just say my end of year Spotify Wrapped is unique.
No Rules Rules:
Netflix and the Culture of Reinvention by Reed Hastings and Erin Meyers
A Cosmo
Not quite a martini, but still fancy; the perfect amount of sweet and tart after a long day in the office
It’s March
College basketball and St. Patrick's Day- enough said!
At The Jersey Shore
Who needs Hawaii when the best beaches are only an hour away
Hey, I'm Charlie. A little bit about me: I come from Eatontown, NJ, and graduated from Yeshiva University with a degree in Finance, Marketing, and Real Estate. I recently passed my CFP® exam because I'm deeply passionate about helping people make the most of their hard-earned money and wanted to deepen my expertise to better serve my clients.
As Head of Investment Operations, I enjoy building systems and processes that create efficiency for both our clients and our team. There's something satisfying about streamlining workflows so everyone benefits from a smoother experience. As one of the younger members at PFG, I bring vigor, zeal, and a fresh outlook to my client interactions. I thrive on tackling intricate challenges and enjoy tailoring unique financial strategies to fit each individual's circumstances.
Tool of Titans
Little tidbits from interviews of the world's most successful
Pardon My Take
Proud AWL, Barstool Sports x a great guest lineup
Sugarfish
Preset menu makes ordering easy and the quality is unmatched
Porter Robinson Sunset
Beautiful EDM music outdoors as the sun was coming down
Aruba
Perfect weather and clear water, what else can you ask for
Brooklyn Nets
Tough few years but the future is bright!
Hey guys, it’s Chris here! As a former stockbroker, I came over to the PFG team to help my clients create holistic financial plans that aren’t centered around the hot stock of the day.
I strongly believe that you can create wealth for yourself and future generations through proper planning and a strategic approach.
When I’m not working with my clients to help increase their wealth and live on their terms, you can find me with a pint of Guinness watching a baseball game!
Chris holds his Series 7, 24 and 63 licenses and is a Registered Representative of HTK.
Baseball
Baseball is a great sport that requires strategic thinking and teamwork, much like my role.
Watching a Cardinals game
There is no better feeling than watching your team succeed.
F&J The Pine in the Bronx
Their Chicken Parm with Spaghetti is second to none. Can't beat the classic dishes!
Old Fashioned
There's something strong about a simple classic. Easy but effective, just like finance can be.
Softball and Beers
Weekends with family and friends are so important. It's a great way to relax and recharge.
Jersey Shore
Our family tradition of going to the Jersey Shore is something I look forward to every year!
Hey there, I’m Bobby from the Power Forward Group. At PFG, we aim to be your key player; to help ensure your financial strategy is running at peak performance. Did you catch the sports reference? A little about me, I was born and raised in Verona, New Jersey before graduating from Bucknell University with a degree in Economics, while also starting as a wide receiver for the Bison football team. Being an athlete requires patience, skill and dedication, traits that I’ve carried into my current career. Having a passion for numbers and for being around great people lead me to be a financial professional. I’m here to be your No. 1 fan, your coach and your motivator to get your finances into shape for the long haul.
The most important thing I learned in my career is the smartest move you can make is to simply start planning now, while you have the time to maximize your savings and earning potential. Together we can tackle your financial game plan and achieve your life’s goals. Let’s get started.
Bobby holds his Series 7 and 66 licenses and is a Registered Representative of HTK.
The Masters
They don't call it 'a tradition unlike any other' for no reason.
Kygo
Nothing better than the happy-summer vibes playlist.
The NY Jets
The New Yok Jets- ...unfortunately. This is our year though!
Playing the Piano
Let's just say people won't be paying to hear me play, but it's my escape.
A Big Italian Sunday Dinner With The Family
I’m Italian, what can I say?
Big Sky, Montana
I'd snowboard every day if I could.
Hey, Joe here from the Power Forward Group, coming to coach you on running your financial life. Our team provides a step-by-step plan to getting your money on track. Can you tell I'm a runner? I’m here to keep you accountable to your goals and organize a strategy to help you get there. Some goals are like marathons that require more long-term thinking to get there, other goals are like the 100-meter dash that are closer in sight. Each requires your training to start now. What’s stopping you?
After college, I joined my family’s business and increased their profitability and impact through streamlining their systems. I take those skills of running an organization efficiently to help my clients achieve success. My end goal has always been to have people reach that “runners’ high” through having more clarity in their financial life.
Joe holds his Series 7 and 66 licenses and is a Registered Representative of HTK.
Basketball
I love watching a game of basketball, there is a lot of flexibility and teamwork involved, like my role.
BPM (Channel 51 on SiriusXM)
Can't go wrong with some solid radio when you're driving!
Running
Some of my best thoughts come to me when I'm running. When my mind opens up there's no stopping what I can come up with!
Moscow Mule
The spicy ginger beer and the sour lime is the perfect contrast, and of course you can't forget the vodka!
New York Jets
There's nothing better than watching your team succeed!
Florida
Sometimes all you needed is to lie on a beach and dip in and out of the ocean. Breaks are necessary every now and again!
Hey there, I'm Michael. As one of the younger members of PFG, I bring energy, passion, and a fresh perspective to all of my clients. I thrive when faced with complex challenges and love crafting unique financial strategies for individuals' unique circumstances.
A little about me, I was born and raised in Brooklyn, NY, graduated from Baruch College with a degree in Finance, and recently successfully completed the rigorous coursework to become a Certified Financial Planner® . I am passionate about helping people ensure the money they work hard to earn is working for them at the same time. During my time at a private bank, I saw first-hand the strategies high net worth individuals use to create and preserve generational wealth. My goal is to help my clients achieve their version of financial freedom.
Michael Dayan is a registered representative of HTK and holds his Series 7 and Series 63.
Tennis
A day on the court is a good day.
Table 87
Nothing like a good coal-fired, local Brooklyn pizza spot
Molly's Game
Skiing and gambling, great combo
Kygo at MSG
Never have experienced the Garden like that
Maldives
Clear water like you've never seen before
The U.S. Open
As a former ball boy, it's good to go watch as a fan
My journey to becoming a financial professional can be summed up in 1 word... Atypical. Graduating from Brooklyn College in 2001, after working part time in my family coffee roasting business through undergrad, I spent the subsequent 20 years starting with warehouse work and moving to sales, eventually to warehouse and office management until finally taking over the complete operations of the business as CFO. After growing the business successfully YOY, I put us in a prime position to sell at the businesses peak value.
Coming from the world of small business, I find myself acutely aware of the challenges and obstacles we face in planning our financial futures. Juggling business and family leaves little time to focus on the proper, safest ways to ensure we get to enjoy the fruits of our labor when we are ready to move on in the next stages of our lives.
David Chabbott holds his Series 7, 63, and 66 licenses and is a Registered Representative of HTK.
Opening Day at Shea
Skipping school with dad to see the undefeated Mets? Yes, please!
Anywhere with a Beach
(& no rain). Me, my wife, and 5 kids aren't picky as long as it's 80+ degrees!
Sons' Basketball Games
at their schools. They're amazing! They must have my wife's genes, lol!
Coffee
You can take David out of (the) coffee (business), but you can't take the coffee out of David.
With my Grandkids
Down the block from them in the Spring, and Facetiming them from Miami in the winter
Dirty Martini
It's like a meal and drink in one!
Hey, I'm Cooper. I've been fortunate to experience life in three very different settings: growing up in the mountains of East Tennessee in Johnson City, spending my college years on the North Carolina coast at UNC Wilmington, and now building my career in New York City. Each chapter has given me a different perspective and shaped how I approach relationships, challenges, and new opportunities.
My path into financial planning started with a simple realization: most people don't need more financial information, they need clarity. Before joining Power Forward Group, I worked in financial planning and saw firsthand how overwhelming financial decisions can feel, especially for busy professionals navigating demanding careers and major life transitions.
What drew me to PFG was the opportunity to help people create financial strategies that fit their lives, not the other way around. Whether I'm working with a first-year associate trying to understand their compensation package or a seasoned professional making important decisions about their future, my goal is the same: simplify the complex, cut through the noise, and help clients move forward with confidence.
Basketball
From pickup games to watching the Knicks dominate in the playoffs, basketball has always been my sport. I moved to NYC and the Knicks won the NBA Finals. Coincidence? Probably.
Stressing About Fantasy Football
It starts with a quick lineup check. Three hours later, I'm refreshing box scores and questioning every decision I've ever made.
A Good Run
There's something about getting the miles in that clears the head and resets everything. A few miles in and whatever was weighing on me doesn't seem so heavy.
Pizza
No deliberation needed. If it's the last one, make it a great slice, preferably from L’industrie.
The Bill Simmons Podcast
If sports, pop culture, and hot takes are your thing, this is must-listen material. My subway commute wouldn’t be the same without it.
New Zealand
It's hard to put into words until you've been there. The landscapes, the people, the culture- New Zealand is unlike anywhere else on earth.
Jack Levavi here. I was in the financial services world for over 40 years, even though I don’t like to admit my age. My specialty was helping my clients build tax savings strategies and multi-generational wealth. I've worked closely with accountants, attorneys and TPAs in generating holistic plans. Over the course of my career, I have been a member of the Million Dollar Round Table many times. You can find me these days at my lakeside home in Upstate New York competing in powerlifting competitions, fly fishing and skiing.
Fly Fishing
Nothing like sitting by the water all day catching some fish.
Bad Habit - Offspring
What a classic - enough said!
Sleeping
Being well-rested is so important, and who doesn’t love a nap!
Watching Netflix
Diving into a great film or TV series is a great way to spend some evenings. It can help broaden your creative mind!
Fishing
When I’m fishing, I’m in the zone and can’t be interrupted.
Skiing in Killington
Our family ski trips are one of the highlights of my year.
