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Our Team

Leadership

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Wealth Advisor

Brent Morton

G. Brent Morton, MBA

Chief Operating Officer & Wealth Advisor

Brian Gongwer

Brian Gongwer

Chief Business Development Officer

Gregg Overstake

Gregg Overstake

Chief Compliance Officer

Greg Anderson

Greg Anderson

Chief Marketing Officer - Level Four Insurance - Partner

Practice Directors

Adam Prewett

Adam D. Prewett, AIF®, CRPC®

Practice Director & Wealth Advisor

David Byrnes

David Byrnes

Practice Director & Wealth Advisor

Luke Britt

Luke Britt, RICP®

Practice Director

Terry Thompkins

Terry Thompkins, CFP®, CLU®, ADPA®

Practice Director & Wealth Advisor

Todd Bulot

Todd M. Bulot

Practice Director

Managing Directors

Alan Tipton

Alan Tipton

Managing Director & Wealth Advisor - Shreveport

Frank Martin

Frank Martin, CFP®, AIF®

Managing Director & Wealth Advisor - Panama City Beach

James Stevenson

James T. Stevenson, Jr.

Managing Director & Wealth Advisor - Clearwater

Stephen Iaconis

Stephen D. Iaconis, CFP®

Managing Director & Wealth Advisor - Birmingham

Steven Wheeler

Steven A. Wheeler, CPA/PFS, CFP®

Managing Director & Wealth Advisor - Bowling Green

Wilbur Hemby

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - La Grange

T. Payton Collins

T. Payton Collins, CRPC®

Managing Director & Wealth Advisor - Stuart

Tony Henderson

Tony Henderson

Managing Director & Wealth Advisor - Conway

Operations

Claudia Martin

Claudia Martin

Director of Operations

Joy Robinson

Joy Robinson

Executive Assistant

Shawn Higley

Shawn Higley

Compliance Associate

Michelle Whitman

Michelle Whitman

Client Service Associate

Sally Echterhoff

Sally Echterhoff

Client Service Associate

David Smith

David Smith

Client Services Associate

RIA/Advisory Operations

Maryam Houston

Maryam Houston

Advisory Services Director

Clorissa Williams

Clorissa Williams

Advisory Services Associate

Michael Xirinachs

Michael Xirinachs

Trading & Portfolio Management Associate

Lal Echterhoff

Lal Echterhoff, CFA®

Portfolio Manager & Wealth Advisor

Charles Shimer

Charles R. “Ray” Shimer III, CFA®

Portfolio Manager & Wealth Advisor

Finance

Ariane Fricke

Ariane Fricke

Finance Director

Marketing

Justine Huddleston

Justine Huddleston

Marketing Director

Lauren Martin

Lauren Martin

Graphic Designer

Recruiting

Evan Barnard

Evan Barnard

Relationship Manager