Andrew Lisi

Andrew is a partner and senior financial planner at The Next Level Planning Group in Chicago, Illinois. He is a Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA®). He and his team serve clients from all walks of life throughout the country, with a specialty on family businesses and executives.

Andrew's journey is a winding one. Prior to financial planning, Andrew was ministry for 10 years, first serving college students in Italy and at his alma mater, the University of Florida, with Cru. He then planted a church in Chicago while obtaining his Masters of Divinity at Trinity Evangelical Divinity School. His last stop in ministry was at a large megachurch in Seattle, Mars Hill Church. After ministry, Andrew pursued financial planning because of the unique intersection of pastoral work and practical planning. He started reading extensively on the bible and money - something not taught in seminary - and grew convicted in crafting a biblical "theology of enough." Andrew believes the Lord is leading him to help not only individuals but the American church more broadly understand just how vital it is to develop a better theology of money, define "enough," live it out in community, and unleash our dollars for Christ's Kingdom.

Andrew is married to his "ideal," Stacy. They live just outside of Chicago with their four children and two dogs. Andrew loves to read, write, play basketball, run games for Awana at his local church, and have deep conversations over a good beverage and chicken wings.

Certified Financial Planner®
Certified Private Wealth Advisor®

Based in Illinois
Accepts clients everywhere

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