Back to team | Jason Speich
- Our Team
-
- Vicki Vondrak
- Ann Selas
- Spencer Selas
- Nancy Koss
- John Jonas
- Paul Tourville
- Peter Tourville
- John Selas
- Daniel Fleming
- Andrew Houte
- Timothy Zenker
- Tony Benz
- Edward G. Devinger
- Patrick Maddox
- Eric Liek
- Loren Brandrup
- Julie Douglas
- Kyle Thomas
- Jacob Gustafson
- Jason Speich
- Cory Graves
- Eric Johnson
- Theodore G. Baer
- Patrick Jonas
- Matthew Kavanagh
- The Next Level
- Our Philosophy
- Financial Process
- Our Approach
- Our Vision
Jason Speich MBA, AIF® Director - Retirement Planning / Financial Planner
Professional
- WI Insurance License #8349394.
- Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor.
Next Level Specialty
- Director – Retirement Planning
- Advanced Financial Planning Strategies
- Advanced Retirement Income Strategies
Personal
- Resides in Madison, Wisconsin
- Family: Wife, Marcella; Children, Thomas, William and Ivy
Organizations
- Ronald McDonald House, Madison – Board of Directors, Vice President
Education
- Bachelors of Science in Finance from Indiana University - Bloomington
- Masters of Business Administration from University of Wisconsin - Madison
- AIF®
