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, JD
Chief Compliance Officer & Corporate Counsel
Brian Gongwer
Business Development Officer
Greg Anderson
Level Four Insurance Chief Marketing Officer & Income Partner
Marc Whitehead
Income Partner & Private Client Wealth Advisor
Practice Directors
David Byrnes, AIF®
Practice Director - Retirement Plans & Wealth Advisor
Luke Britt, RICP®
Practice Director - Advanced Planning & Business Services
Terry Thompkins, CFP®, CLU®, ADPA®
Practice Director - Financial Planning & Wealth Advisor
Todd M. Bulot
Practice Director - Asset Management
Lacey E. Buteyn, CFP®, CIMA®
Practice Director - Coaching & Wealth Advisor
Investment Committee
Todd M. Bulot
Practice Director - Asset Management
Lal Echterhoff, CFA®
Senior Portfolio Manager, Director of Equities
Charles R. “Ray” Shimer III, CFA®
Portfolio Manager
Michael Xirinachs
Trading & Portfolio Management Associate
Boris Bouiti-Viaudo
Research Analyst
Managing Directors & Business Unit Leaders
Frank Martin, CFP®, AIF®
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
Chris Facka
Managing Director
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®, MBA
Business Unit Leader & Wealth Advisor
Compliance
Jill Zacha, JD
Chief Compliance Officer & Corporate Counsel
Gregg Overstake
Director of Supervision
Kimberly Miller
Compliance Director, Risk and Regulatory
Chrystal Badillo
Branch Manager, Supervisory Principal
Operations
Claudia Martin
Level Four Financial Operations Director
Joy Robinson
Executive Assistant
Sally Echterhoff
Client Services Associate
Juan Rodriguez
Client Services Associate III
Gayla Jenson
Receptionist
Jo-Ann Palmere
Onboarding Associate & Client Services Associate II
Lisa Monello
Client Services Associate II
Cyril Mathew
Executive Assistant & Private Client Wealth Associate
Debbie Page
Advisor Onboarding Associate
RIA/Advisory Operations
Maryam Houston
Advisory Services Director
Justin Jones
Advisory Operations Manager
Clorissa Nash
Advisory Operations Lead – Billing Team
Bruce Dorman
Advisory Services - LFCM Specialist
Erica Dennis
Advisory Operations Associate – New Accounts Team
Javier Castro
Advisory Operations Associate – New Accounts Team
Krista Norman
Advisory Operations Lead – New Accounts
Prince Duwor
Advisory Operations Associate – New Accounts Team
Finance
Marketing
Justine Huddleston
Marketing Director
Lauren Martin
Marketing & Design Specialist
Advisor Recruiting
Evan Barnard
Recruiting Manager
Human Resources
Ronnie Chambers, SPHR, SHRM-SCP
Human Resources Director