Contact Us Today: (414) 369-6620 nextlevel@nlpwm.com

Our Team

Paul T. Tourville CMFC, CASL®

Partner

CA Insurance License #0D19915.

Contact Information

Professional

  • Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor.
  • Founding Partner of Next Level Planning & Wealth Management

Next Level Specialty

  • Senior RetireU Presenter
  • Financial Planning
  • Advanced Retirement Income Strategies
  • Advanced Estate Planning Techniques

Personal

  • Resides in Hartland, Wisconsin
  • Family: Wife, Kelli;  sons, Landon and Bric

Education

  • Bachelors of Business Administration in Finance with an Emphasis in Financial Planning at the University of Wisconsin, Whitewater.
  • Chartered Mutual Fund Counselor
  • Chartered Advisor for Senior Living (CASL®)

Organizations

  • Society of Financial Services Professionals