Financial Services

Willis Johnson and Associates

Willis Johnson and Associates is a wealth management firm that specializes in helping corporate professionals with their financial planning needs. Their thorough understanding of the transitions in your corporate life allows them to appreciate where you have been and assist with where you are headed.

They use a proven planning methodology, based on the various stages in the arc of life, which enables them to carefully identify your passion and create a personalized roadmap that allows them to accompany you on your journey.

Willis Johnson & Associates…Continuously Planning.

Access Lending Corporation

A relationship with Access Lending begins with their desire to understand you and your business needs. They take a customized approach to every one of their customers.

Are you Access ready? This is the question that they ask all of their prospective customers. It is their method for understanding where you are on your mortgage-banking journey.

Whether you are making the transition from a mortgage broker to a mortgage banker, looking to grow your already successful mortgage banking practice, or somewhere in between, it is their desire to design a service model built around you.

That’s what they’re all about…Understanding You.

Financial Analysis Partners

This professional advisory firm provides a broad range of mortgage banking consulting services to law firms, companies and governmental agencies.

The principals of Financial Analysis Partners have decades of real world experience raising capital, structuring complex credit facilities, creating, buying, selling and operating companies, and dealing with complex litigation.

Our task was to let target customers know that this firm is dedicated to delivering high quality and well documented analysis in response to the unique requirements of each engagement.

First Harbor

“Next Level Thinking did a complete makeover of our organization. They did a great job of working with management to help us reshape our vision and showed us how to consistently communicate that vision.

Our vision now shines through on everything from the signature on our e-mail, to the letterhead, website, and marketing brochures. It was great because when they finished, we were extremely confident going up against the big boys.”

Morvest Capital

Morvest Capital, LLC is a boutique investment firm primarily focused on providing capital and strategic solutions to the mortgage banking and housing industry. Independent residential mortgage banks currently have extremely compelling opportunities for growth, but face a severe funding gap. Morvest Capital is the bridge between deserving operators and the investment community.

Our job was to create a fresh image in the marketplace for this startup company while keeping the brand very business friendly.

Eric Poerschke

In another life, I’m pretty sure I was a psychologist!

What’s the most inspiring part of your job?

My absolute best days are when we’re able to help a client see their business differently. It’s usually at this point when things begin to take off and the effectiveness of what we can do for them begins to be realized both internally and externally in a very powerful way.

The best piece of advice I’ve ever been given is don’t get too high on the highs and too low on the lows. This advice was from my high school basketball coach.
If you could possess one super-human power, what would it be?

I think it would be so cool to be able to fly. The different vantage points would be amazing and the ability to get places quickly would be awesome.

What did you want to be when you grew up?

As a young fella, I probably wanted to be the usual things like a policeman, fireman, etc. But from high school on, I have always wanted to own my own business. In graduate school, my buddies were sure that I would make a living helping people/organizations see things from a different perspective. They were right!

What advice would you give a candidate who wants to join our team of superstars?

Be prepared to deliver absolute excellence, while being part of a very caring, results-oriented, drama-free work environment.

What one food do you wish had zero calories?

There are a whole bunch of food categories that I wish had zero calories. If I had to pick one, it would definitely be tortilla chips with guacamole, chili con queso and/or salsa.

What do you like to do in your spare time?

My favorite thing to do, by far, is to hang out with my family…Tracy, Erin, Trey and Kyle. My peeps!

Which of the three NextLevel Thinking core values resonates the most with you?

I think giving the client what they need, not just what they want really defines NextLevel Thinking. We have seen some extraordinary results from those clients that have really embraced this collaborative approach.