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Our Team

Leadership

Jake Tomes

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

Brent Morton

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Brian Gongwer

Brian Gongwer

Business Development Officer

Greg Anderson

Greg Anderson

Level Four Insurance Chief Marketing Officer & Income Partner

Marc Whitehead

Marc Whitehead

Income Partner & Private Client Wealth Advisor

Practice Directors

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

Luke Britt

Luke Britt, RICP®

Practice Director - Advanced Planning & Business Services

Terry Thompkins

Terry Thompkins, CFP®, CLU®, ADPA®

Practice Director - Financial Planning & Wealth Advisor

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Lacey Buteyn

Lacey E. Buteyn, CFP®, CIMA®

Practice Director - Coaching & Wealth Advisor

Investment Committee

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Lal Echterhoff

Lal Echterhoff, CFA®

Senior Portfolio Manager, Director of Equities

Michael Xirinachs

Michael Xirinachs

Trading & Portfolio Management Associate

Boris Bouiti-Viaudo

Boris Bouiti-Viaudo

Research Analyst

Managing Directors & Business Unit Leaders

Frank Martin

Frank Martin, CFP®, AIF®

Managing Director & Wealth Advisor

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 - North Carolina

Chris Facka

Chris Facka

Managing Director

Larry Crisp

Lawrence "Larry" Crisp, MBA, CLU®, ChFC®, CASL®

Business Unit Leader & Wealth Advisor

Marshall Barclay

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

Paul  Sterzinger

Paul Sterzinger, CFP®, CIMA®, CLU®, MBA

Business Unit Leader & Wealth Advisor

Compliance

Jill Zacha

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

Gregg Overstake

Gregg Overstake

Director of Supervision

Kimberly Miller

Kimberly Miller

Compliance Director, Risk and Regulatory

Chrystal Badillo

Chrystal Badillo

Branch Manager, Supervisory Principal

Operations

Claudia Martin

Claudia Martin

Level Four Financial Operations Director

Joy Robinson

Joy Robinson

Executive Assistant

Sally Echterhoff

Sally Echterhoff

Client Services Associate

Juan  Rodriguez

Juan Rodriguez

Client Services Associate III

Gayla Jenson

Gayla Jenson

Receptionist

Jo-Ann Palmere

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

Lisa Monello

Lisa Monello

Client Services Associate II

Cyril Mathew

Cyril Mathew

Executive Assistant & Private Client Wealth Associate

Debbie Page

Advisor Onboarding Associate

RIA/Advisory Operations

Maryam Houston

Maryam Houston

Advisory Services Director

Justin Jones

Justin Jones

Advisory Operations Manager

Clorissa Nash

Clorissa Nash

Advisory Operations Lead – Billing Team

Bruce Dorman

Bruce Dorman

Advisory Services - LFCM Specialist

Erica Dennis

Erica Dennis

Advisory Operations Associate – New Accounts Team

Javier Castro

Advisory Operations Associate – New Accounts Team

Krista  Norman

Krista Norman

Advisory Operations Lead – New Accounts

Prince Duwor

Prince Duwor

Advisory Operations Associate – New Accounts Team

Finance

Ariane Fricke

Ariane Fricke

Finance Director

Amber Hendricks

Amber Hendricks

Accounting Director

Rhonda  Eltiste

Rhonda Eltiste

Staff Accountant

Marketing

Justine Huddleston

Justine Huddleston

Marketing Director

Lauren Martin

Lauren Martin

Marketing & Design Specialist

Advisor Recruiting

Evan Barnard

Evan Barnard

Recruiting Manager

Human Resources

Ronnie Chambers

Ronnie Chambers, SPHR, SHRM-SCP

Human Resources Director