Jean Tobin Riordan joined the Next Level Private family in January 2026.
Jean joins Next Level Private after spending the past 35 years building a successful financial advisory practice. She brings with her extensive experience, deep industry knowledge, and a strong commitment to her clients.
Jean will continue to grow her practice while sharing her expertise as a Certified Financial Planner™ with the broader Next Level Private community. She has embraced the Next Level Private mission of helping good, hardworking, regular people pursue financial independence so they can live more fulfilled, intentional lives.
What drew Jean to Next Level is the heart behind the firm. At its core, Next Level Private is a financial advocacy practice, acting as a fiduciary and always putting people first. That commitment deeply aligns with how she has approached her work and relationships throughout her entire career.
This step is especially meaningful because Barry Mitchell, Jr., the founding partner of Next Level Private, has been a close friend of her and her family since they were children. Joining a firm led by someone that she trusts and respects makes this next chapter even more special for Jean.