Anna Vollenweider
Co-Owner of Level Up Life Planning, LLC and Financial Planner
970-426-0239
Anna@LULPC.com
Adam Miller, AIF®
Co-Owner of Level Up Life Planning, LLC and Financial Advisor
505-300-2566
Adam@LULPC.com
Brittany Carrier
Client Relations Manager
Brittany@LULPC.com
Dana Croschere
Certified Financial Coach
480-200-0456
Melissa Naylor
Paraplanner
Melissa@LULPC.com
Anna Vollenweider
Anna is a Co-Founder of Level Up Life Planning, LLC.
Anna has a true passion for empowering her clients and is great at helping them create clear financial plans for their future while incorporating the goals that are important to them.
Anna has an extensive financial career that has lasted over decades which includes financial planning, investment management, Pension Systems Accountant, financial reporting, taxes, and running a few small businesses. While having all this experience she is currently studying for her CFP (Certified Financial Planner).
She holds financial industry licenses Series 7, 66, Life and Health Licenses.
Adam Miller, AIF®
Adam is a Co-Founder of Level Up Life Planning, LLC.
Adam has always believed that financial planning and investment advice should be available and reachable to everyone. He has a passion for helping people Level Up to whatever next level they want to achieve in life. His true drive for helping people started with his co-workers in the break room at General Mills.
Adam has years of experience in manufacturing, business consulting, welding, farming, and maintenance which allows him to know how to best help the backbone of America with personal finances and saving for retirement.
He holds financial industry licenses 7, 66, Life and Health Licenses, as well as an AIF® (Accredited Investments Fiduciary) Designation.
Brittany Carrier
Brittany is the Client Relations Manager here at Level Up. This means she takes care of opening accounts, processing requests for money, address changes, and much more!
Brittany has 20 years of industry experience with a background in banking and financial planning services.
DANA CROSCHERE
Dana is the Certified Financial Coach of Level Up Life Planning, LLC.
Dana's greatest passion is empowering people to take control of their money and achieve financial freedom - which looks different for each person. She will educate you with personalized financial tools and strategies to help you feel fully equipped to navigate your financial journey and reach your goals. And the best part is that she will support you without judgment every step of the way!
Melissa Naylor
Melissa has worked in the securities industry in a variety of roles over the last 20 years. She is currently our Paraplanner, in charge of working with clients through the financial planning process, alongside Anna and Adam.
She believes there is never a question too silly to ask. Her hope is that with each client she works with, they walk away from the conversation feeling that they have someone to help walk beside them and their advisor on their financial journey.
She holds financial industry licenses Series 7 and 66.