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Our Team

Next Level Investor is a fee-based, independent investment management and personal financial planning firm. Offering customized strategies for high-net worth clients and investor support for pre-retirement clients, we hold ourselves to a world-class standard of care.

When designing solutions, we are creative: we have many resources and options available to help solve the unique problems clients may face. With 30 years of experience in the financial industry, we’ve developed effective strategies for navigating the twists, turns and unexpected dilemmas in clients’ financial journeys. We draw on our deep experience and education to craft solutions based exclusively on clients’ needs.  

Throughout the wealth management process our team focuses on empowering clients to become effective stewards of their wealth. We openly share our educational resources, enabling clients to develop the understanding necessary to become effective stewards of their wealth. Our mutual understanding allows us to serve clients in a deeper, more personal way, and it fosters transparency in everything we do. At Next Level, we pride ourselves in the quality of service we offer.

Lewis Chamberlain

Investment Advisor Representative, Owner

(530) 243-9888

(800) 949-8140

lewis@nextlevelinvestor.net

Lewis Chamberlain, Accredited Investment Fiduciary® (AIF), is owner and Investment Advisor Representative of Next Level Investor. Committed to outstanding service for clients, Lewis provides world-class strategies for high-net...
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Amie McGlinch

Administrative Assistant

619-795-7405

619-798-4319

Amie.McGlinch@ceteraadvisors.com

Amie McGlinch attended Winona State University in Minnesota where she graduated with her Bachelor’s degree in Finance. She started her finance career in the insurance and mortgage industries....

 

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Geoff Lemoine

Client Service Associate

(619) 795-7405

geoffrey.lemoine@ceteraadvisors.com

Geoff was born and raised in Massachusetts. He attended the University of Miami for a year to study Engineering before transferring to the University of Massachusetts to earn a BBA in Marketing. Upon graduation, he drove cross country...

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