Our Qualifications

Our in-depth knowledge of the professional sports process combined with over 55 years of investment management experience provides you with a powerful combination of resources. At Next Level Financial, our years of advisory experience with players ranging from Free Agents to All-Pros delivers the knowledge and experience you could need to help you throughout your career. On our client's behalf, we've worked with agents, university compliance directors, team payroll departments, coaches, and scouts. We understand the "inside" aspects of your career.

The professional athletic experience provides excellent income potential. It also creates multiple taxation problems, complex investment choices, cash flow traps, as well as new "friends" with ideas for your wealth. We've helped over 200 professional athletes navigate these concerns with the goal of obtaining financial security and independence.

At Next Level Financial, our focus is helping those athletes who wish to financially maximize their playing careers.  We are dedicated to developing a lasting relationship with you from the beginning of your sports career, through your playing years, your post-athletic second career, and eventually into a secure retirement.  

We're looking forward to using our expertise to help you pursue your professional and financial goals.