Our Team
Leadership
Edmon "Jake" Tomes
Chief Executive Officer & Private Client Wealth Advisor
G. Brent Morton, MBA
Chief Operating Officer & Private Client Wealth Advisor
Jill Zacha
Chief Compliance Officer
Brian Gongwer
Chief Business Development Officer
Gregg Overstake
Director of Supervision
Greg Anderson
Chief Marketing Officer - Level Four Insurance - Partner
Practice Directors
David Byrnes
Practice Director - Retirement Plans & Wealth Advisor
Luke Britt, RICP®
Practice Director
Terry Thompkins, CFP®, CLU®, ADPA®
Practice Director & Wealth Advisor
Todd M. Bulot
Practice Director - Asset Management
Jeffrey A. Glusman, CRPC®
Practice Director - Sports & Entertainment
Investment Committee
Managing Directors & Business Unit Leaders
Frank Martin, CFP®, AIF®
Managing Director & Wealth Advisor
Stephen D. Iaconis, CFP®
Managing Director & Wealth Advisor
Steven A. Wheeler, CPA/PFS, CFP®
Managing Director & Wealth Advisor - Bowling Green
Wilbur S. “Billy” Hemby, CFP®
Managing Director & Wealth Advisor - North Carolina
Tony Henderson
Managing Director & Wealth Advisor - Conway & Tulsa
Chris Facka
Regional Managing Director
Chris Kelm, CFP®
Business Unit Leader - Corpus Christi & Advanced Planning Specialist
Lawrence "Larry" Crisp, MBA, CLU®, ChFC®, CASL®
Business Unit Leader & Wealth Advisor
Marshall Barclay, MBA, CRPC®, CFP®
Business Unit Leader & Wealth Advisor
Paul Sterzinger, CFP®, CIMA®, CLU®
Business Unit Leader & Wealth Advisor
Operations
Claudia Martin
Director of Operations
Joy Robinson
Executive Assistant
Sally Echterhoff
Client Service Associate
Gayla Jenson
Receptionist
Juan Rodriguez
Client Services Associate III
Lauren Martin
Design and IT Support Associate
RIA/Advisory Operations
Maryam Houston
Advisory Services Director
Justin Jones
Advisory Operations Manager
Clorissa Nash
Advisory Operations Lead – Billing Team
Michelle Whitman
Advisory Operations Associate
Finance
Ariane Fricke
Finance Director
Carl Pearce
Accounting Director
Marketing
Justine Huddleston
Marketing Director
Lauren Martin
Design and IT Support Associate
Advisor Recruiting
Evan Barnard
Relationship Manager
Staffing & Hiring
Claudia Martin
Director of Operations