The Next Level Planning Group Information
Contact top employees from
The Next Level Planning Group
Summary
It almost goes without saying that everyone wants to do the best they can financially. Unfortunately, this is easier said than done. Although most people strive for this optimal state of financial hea...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Founded
2007
Contact The Next Level Planning Group
Organization Website
Social Links
Phone Number
(773) 867-3650
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at The Next Level Planning Group shows a diverse range of experience levels:
5% have been with the company for less than 1 year15% for 1–2 years10% for 3–4 years15% for 5–7 years15% for 8–10 years40% have over 11 years of service at The Next Level Planning GroupEx-employees positions
In Company
In New Company
Contact top employees from
The Next Level Planning Group
Will Thorman
Service Advisor
Leslie Rea
Director Of Financial Planning
Steve Lerner
Financial Planner
Cassie Adesina
Financial Planner
Lauren Peerless
Client Service Associate
Andrew Lisi
Equity Partner
Adam Stock
Founder, Managing Member
Drew Coleman
Financial Planner, Partner
Richard Scheele
Managing Partner
Deion Oliver
Client Service Associate
Ryan Casperson
Financial Planner
Ben Merrill
Director of Operations
Graham Tash
Operations Associate
Corbett McKinney
Financial Planning Analyst
Melissa Cabral
Client Service Associate
Sarah Bourdon
Financial Planner
