- Our Team
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- 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
- Michelle Maciosek
- Benjamin Woida
- Susan Baer
- The Next Level
- Our Philosophy
- Financial Process
- Our Approach
- Our Vision
Eric Johnson CPFA® Financial Planner
Professional
- Visit Eric on LinkedIn
- Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor
- Member of the Next Level Planning and Wealth Management team since 2022
I have been part of the Next Level Planning and Wealth Management (https://nlpwm.com/) team since 2022, bringing with me a wealth of expertise in advanced financial planning strategies, advanced retirement income strategies, and retirement plan design, installation, maintenance, and administration.
With a keen eye for strategic management and a deep understanding of financial intricacies, I specialize in crafting personalized financial plans tailored to his clients' unique goals and aspirations. My commitment to excellence and dedication to providing top-tier financial advice have earned him a reputation as a trusted advisor within the Madison, Wisconsin community.
Next Level Specialty
- Advanced Financial Planning strategies
- Advanced Retirement Income Strategies
- Retirement Plan design, installation, maintenance and administration
Personal
- Resides in Madison, Wisconsin
- Family: Wife, Patsy; Children Jamieson, Sydney and Robert
A native of Milwaukee and a standout athlete at Whitefish Bay High School, Eric's journey in football led him to Vanderbilt University, where he played two seasons before transitioning into coaching roles. Eric served in various capacities, including as a graduate assistant and director of football operations, before joining the coaching staff at Iowa under head coach Kirk Ferentz.
Eric made significant contributions to the football program, earning recognition as one of the nation's top recruiting coordinators. His coaching prowess and strategic acumen played a pivotal role in Iowa's success, including Big Ten championships and numerous bowl appearances.
Organizations
Education
Eric's educational background includes a Bachelor of Arts degree from Vanderbilt University, further enriching my foundation of knowledge and expertise in both financial services and collegiate athletics.
