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Our Team

Peter T. Tourville AIF®


CA Insurance License #0C18218

Contact Information


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

Next Level Specialty

  • Development and Implementation of all Wealth Management portfolio strategies
  • Wealth Management portfolio client contact
  • RetireU Presenter


  • Peter and his wife Cori reside in Oconomowoc, Wisconsin


  • Bachelors of Business Administration in Finance at the University of Wisconsin, Whitewater
  • AIF®