About Next Level Financial

I founded Next Level Financial after spending 14 years working for major Wall Street investment firms.  Although gaining excellent experience, the constant pressure from management to sell firm products conflicted with my desire to put the best interests of my clients first. The solution to this conflict was to become an independent advisor and fiduciary.

Next Level Financial was established in 1999 as an independent financial advisory practice. My clientele included several friends and acquaintances who became athletes, and professional sports became the firm's focus. Their needs included assistance with many financial matters ranging from credit clean up, budgeting for after college, picking agents, choosing the right disability policy, and, of course, managing their money. 

Over the next 20 years, our practice has provided more than 200 current and former professional athletes the coordinated services, investment advice, and transparent reporting they desired.

As our team grows, we continue to leverage the advantage of being independent, maintain the highest ethical standards, and rigorously focus on the needs and goals of our clients.