Broker Check

Who We Are

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 worth investors and objective financial management planning for pre-retirement clients.

After graduating from Cal Poly SLO in 1990, Lewis began working in the financial industry, opening his own practice just one year after graduation. With thirty years of experience in the field, he has developed refined processes designed to help investors reach financial independence. Lewis is a passionate advocate for clients, providing highly customized strategies designed to protect investors’ best interests. Lewis holds numerous licenses and accreditations—including FINRA securities licenses 6, 63, 65, 22 and 31—and insurance licenses for California and Washington.

As needs and technology change, Lewis continually adapts, creating appropriate, flexible plans for clients. With deep industry insight, he manages details throughout the financial planning process, poising investors to respond appropriately to changes in their lives or in the markets. Lewis is an educator and a facilitator. He shares resources that empower clients, providing opportunities for them to become effective stewards over their wealth. Serving select high-net worth clients, he oversees specialized financial management teams designed to address the unique needs of each client. His world-class service stands out for its invaluable impact on families.

Lewis lives in Redding, California with his wife, Heidi. They have two grown children, Connor and Rowan. Lewis and Heidi are active members of their community, supporting causes for at-risk youth and veterans. He enjoys hiking, mountain biking and kayaking.

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 to pursue a change of scenery in San Diego.  Geoff previously held the position of Operations Manager at Ameriprise Financial.

In his free time he enjoys playing golf & soccer, watching college football as well as traveling and camping throughout California.

 

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 where she became detailed oriented, working closely with regulators and auditors.

Outside of work, Amie spends her time outdoors: hiking, surfing or taking long walks on the beach with her dog, Remy. She also enjoys cooking and trying new restaurants around San Diego.