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Leadership

Leadership

Adam Munoz

Associate Retirement Income Consultant

Alan Tipton is a Financial Consultant with Crescent Capital Management and has over 27 years investment experience. He is a second generation financial advisor. He specializes in working with High Net Worth clients, including accountants...

Advisory services offered through Lever Four Advisory Services, LLC, an SEC-registered investment adviser.

Amanda Daugherty

Business Unit Leader & Wealth Advisor

972.284.5485

Amanda Daugherty is the Business Unit Leader for Level Four based in Nacogdoches, TX. As a wealth advisor, she has been helping individuals, families, and businesses meet their financial goals for 15 years.

Arthur Lee Smith is a Wealth Advisor with Crescent Capital Management and has over 40 years of investment experience...

Securities offered through Level Four Financial, LLC Member FINRA/SIPC. Insurance services offered through Level Four Insurance Agency, LLC. Level Four Financial, LLC, Level Four Advisory Services, LLC, and Level Four Insurance Agency,...

Visit the Anderson Wealth Management Website 1515 Indian River Blvd, Suite A243Vero Beach, FL 32960

Brad Wheeler is the Business Unit Leader for the Level Four Bowling Green, KY branch office. He has over 25 years of finance, accounting and corporate financial management experience and holds several licenses and credentials including...

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

866.834.1040

Brent Morton serves as the Chief Operating Officer of the Level Four Group of Companies including ­­Level Four Advisory Services, LLC Level Four Financial, LLC and Level Four Capital Management, LLC. Brent is responsible for...

Securities offered through Harbor Financial Services, LLC Member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Insurance services offered through Level Four...

Bruce Dorman

Advisory Services - LFCM Specialist

972.284.5411

Carly Hulett is the Client Services Associate for Crescent Capital Management. She assists with account maintenance, trading issues, updating securities, insurance /registration licensing needs, and coordinating the preparation of...

Chad Perry

Business Unit Leader & Wealth Advisor

830.214.2783

Chad Perry began his financial career with the Principal Financial Group working in San Antonio, New Braunfels, and Austin. He has worked with CPAs over the past few years, assisting in the planning for clients' financial and...

Ray is Portfolio Manager with Level Four Capital Management and has over 13 years of investment management experience in the securities industry. Ray’s primary responsibility as Portfolio Manager is to oversee the firm’s...

Chris Facka is the Atlanta Managing Director and Wealth Advisor at Level Four® Advisory Services, LLC. Prior to this role, he served as the Senior Managing Director of GenSpring Family Offices, SunTrust Private Wealth’s...

Chrystal Badillo

Branch Manager, Supervisory Principal

972.284.5408

Chrystal Badillo serves as a Supervisory Principal/Branch Manager. Chrystal comes to us with 23 years of industry experience, starting her career as an International Equity Trader. She spent 11 years working at Raymond James in New...

Claudia Martin

Managing Director of Advisor Operations

972.284.5450

Claudia Martin is the Managing Director of Advisor Operations for Level Four. Claudia has been with Level Four since 2006 and has helped guide the operational functions throughout the years. As the Managing Director of Advisory...

Clorissa Nash

Advisory Operations Lead – Billing Team

972.284.5471

Craig has more than 18 years of taxation, business planning, and investment planning experience. During this time, Craig has helped a multitude of businesses and individuals seek greater profitability. The goal is to increase the...

Visit the LionCrown Wealth Management Website 5200 Meadows Rd. Suite 200Lake Oswego, OR 97035

Dana Coulter

Client Services Associate

12015 Cypress Creek Lakes DrCypress, TX 77433

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

972.284.5466

David is the Retirement Plans Practice Director with Level Four Advisory Services, LLC ("LFAS"). Prior to joining LFAS,...

1480 Hunting Hollow DrHudson, OH 44236

Deneen Morgia

Business Unit Leader, Attorney Solutions Specialist

Donna Boisfontaine

Client Services Associate – Private Client Services

Doug McDaniels

Insurance Specialist & Wealth Advisor

915.532.8622

Erica Dennis

Operations New Account Team Lead

972.284.5429

Ernest Tannis

Branch Manager, Supervisory Principal

251.445.4784

Ernest Tannis currently serves as one of Level Four’s Supervisory Principals/Branch Managers. Ernest began his career in the financial services industry in 1998, working as a financial advisor with the former American Express...

Frank is a Managing Director and Wealth Advisor with Level Four Advisory Services, LLC in the Florida Panhandle. He focuses his work on providing fiduciary level solutions for clients. He has at his disposal the complete breadth of...

Visit the Summit Advisors Website In his more than 40 years of practice, Gary’s experience includes financial and executive leadership positions in various industries; including financial services, specialty retailing, art...

Greg Anderson

Level Four Insurance Chief Marketing Officer & Income Partner

972.284.5436

Greg is the Chief Marketing Officer with Level Four Insurance Agency, a division of Carr, Riggs & Ingram Capital, LLC. During his years as an All-Southwest Conference college football player, Greg learned the principles of teamwork,...

Gregg Overstake has been with Level Four for 12 years as a compliance officer. He has been in the financial services industry for 35 years in various positions including compliance, operations, trading and sales. He is experienced in...

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

866.834.1040

As the CEO of Level Four® Advisory Services, LLC (Level Four®), Jake is dedicated to building the firm of the future and driving its vision. Since forming Level Four® in 2000, it has been his goal...

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

225.892.4183

Jason Doise is a Business Unit Leader and Wealth Advisor for Level Four Advisory Services, LLC (“LFAS”). Since entering the financial advisory arena in 2002, Jason has helped his clients achieve dreams they never thought...

Jay Peak

LFIA Business Development Manager

Jeffrey Brasse

Wealth Advisor & LFCM Specialist

321.242.2512

Jeffrey Brasse is a Wealth Advisor and LFCM Specialist with Level Four Advisory Services based in Melbourne, FL. He is a seasoned advisor with over 30 years in the industry and is dedicated to serving the needs of wealth...

Jena Blue

Transitions Support Specialist

972.284.5429

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

972.284.5475

Jill Zacha serves as the Chief Compliance Officer and Corporate Counsel for Level Four Advisory Services. Jill brings 30 years of legal and compliance experience in the financial services industry to the advisory team...

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

225 Forest Park CirclePanama City, FL 32405(850) 215-0800 212 W Troy St Dothan, AL 36303(334) 500-1160 www.harborfspc.com Securities and advisory services offered through Harbor Financial Services, LLC, Member FINRA/SIPC. Investment...
2100 Club Dr #200Gadsden, AL 35901

Josh Hampton, CFP®

Business Unit Leader & Wealth Advisor

972.284.5495

Josh is the Business Unit Leader for the CRI Dallas office, as well as a Wealth Advisor with Level Four Advisory Services, LLC. His focus since joining the firm in May of 2011 has been financial planning, retirement planning, risk...
2035 Oak Farm Rd Salisbury, North Carolina 28146

Karen Lessard

Branch Manager, Supervisory Principal

972-284-5448

Karen LessardBranch Manager, Supervisory PrincipalKaren serves as a Supervisory Principal/Branch Manager for both Level Four Financial and Level Four Advisory Services.  Karen comes to Level Four with 20 years of financial...

350 Riverhill Dr NW Atlanta, Georgia 30328

Katherine Nicholas

Advisory Operations Associate – Billing Team

251.445.2431

11 North Water Street - Suite 21290Mobile, Alabama 36602

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

972.284.5482

Kimberly Miller

Managing Director, Compliance

972-284-5478

Kimberly Miller has over 23 years’ experience as a compliance professional, on both the brokerage and advisory side of the business and serves as Compliance Director, Risk and Regulatory. In her role, Kimberly manages regulatory...

Lacey is the Practice Director of Coaching for Level Four as well as manages her own practice, Elevate Wealth Management. Elevate was created in 2011 and offers an independent investing boutique and wealth management approach to...

Lal Echterhoff is the Senior Portfolio Manager and Director of Equities with Level Four® Asset Management. Lal has over 25 years of experience in the finance industry, with more than 10 of those years focused exclusively in...

4141 Banks Stone Drive Raleigh, NC 27603
1321 13th Street St.Cloud, FL 34769

15224 Kercheval Avenue Grosse Pointe Park, Michigan 48230

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Business Services

972.284.5481

Luke Britt is the Practice Director of Advanced Planning. Luke creates sophisticated, custom strategies to solve complex issues for high-net-worth families and business owners across the country. Luke’s practice focuses on wealth...

Marc Whitehead

Income Partner & Private Client Wealth Advisor

A Mobile, Alabama native and Auburn University graduate, Marc Whitehead, has attained many achievements throughout his professional career. A true entrepreneur, Marc owned and established several businesses including Harbor Financial...

Margaret Woelffer

Talent Acquisition Associate

Marshall is the Business Unit Leader and Wealth Advisory for Level Four® Advisory Services, LLC and specializes in financial planning advice for physicians, small business owners in the Rio Grande Valley area...

4517 S. Louise AveSioux Falls, SD 57106
Visit the Summit Advisors WebsiteAt Summit Financial Advisors, Matt is an asset to clients in the area of comprehensive financial planning, specializing in education planning, asset and risk management, and retirement planning....

Matt Craig

Practice Director - Private Client Services

972.284.5498

Matt is the Practice Director of Private Client Services for Level Four Financial. As Practice Director, he is responsible for connecting high-net-worth individuals, family offices, and institutional non-profits to customized financial...

Matt Estes

Business Development Manager

972.284.5419

Michael is the Head Trader with Level Four Capital Management and serves as a member on the Level Four Capital Management investment committee. He worked in various trading capacities before joining Level Four in 2017. As the trader...
1001 Third Avenue West Suite 320 Bradenton, FL 34205
Visit the Mike Hickey Website 901 Rockford AvenueForest Park, Illinois 60130

Michelle Young

Graphic Design & Marketing Associate

972.284.5473

Molly Flynn is a graduate of the University of South Alabama. Molly joined Harbor Financial in 2018 as Operations & Marketing Assistant. Her main duties include administrative tasks, email administrator, operational procedures,...

Nancy Ybarra

Special Projects Coordinator

972.284.5490

Visit the Paul Morris Website 214 E Gibson Street Covington, LA 70433

Paul L. Sterzinger is the Business Unit Leader and Wealth Advisor for Level Four® Advisory Services, LLC and brings over 20 years of financial advising experience to the firm.Paul is active and supportive within his community and...

2100 Club Drive Suite 200 Gadsden, AL 35901
Visit the Peter Magnuson Website 3900 Clark Road, Building R Sarasota, Fl 34233

Randy Moorehead has over 20 years of experience as a financial advisor. His fundamental principles stem from words spoken by his father to “Work hard, do your best, and take care of the people who are counting on you”....

2100 Club Dr #200Gadsden, AL 35901

Rebecca Lasher

Operations Associate – New Accounts Team

251.445.2428

Rebekah Lasher joined Level Four Financial (formerly known as Harbor Financial Services) September 2013. She began in New Accounts and as Administrative Assistant and later managed the New Accounts Department and was assisted new...
2100 Club Drive Suite 200 Gadsden, AL 35901

Richard Dressler

Wealth Advisor & Retirement Plans Specialist

770.329.5469

Dick serves as a Retirement Plans Specialist and is part of the ensemble team for Level Four Financial serving the greater Atlanta area. He has over 40 years of experience in the Financial Services Industry with a primary focus on...
2050 Goodpasture Loop Eugene, Oregon 97401
Visit the Keiber Retirement Solutions Website 15701 Hwy 50, Suite 204 Clermont, FL 34711

Shanetta Pledger

People Operations Generalist

Sherry Harris

Operations Associate – New Accounts Team

251.445.1612

Stacey Lavender

Chief Compliance Officer, Brokerage

251.445.2434

Stacey Lavender currently serves as the firm’s Chief Compliance Officer, BD. Stacey has over 25 years of experience in the securities industry, ranging from compliance, supervision, and operations, with a focus on the...
876 Curtis Street Honolulu, HI 96813
Steven Self is part of the team serving central & southern Alabama and also works directly with the Level Four Insurance home office team in Dallas, TX. He grew up in the central Alabama area and received a Bachelor’s degree in...

Steven Miller

Transitions Support Specialist

972.284.5441

Suzanne Durbin, ChFC®

Wealth Advisor & Business Services Specialist

770.261.5428

Suzanne is a Wealth Advisor and the Business Services Specialist serving the Atlanta, GA area. A seasoned advisor, for more than 20 years she has served the needs of high net worth families including business owners, Fortune 500...

Terry Thompkins, CFP®, CLU®, AEP®, ADPA®

Practice Director - Financial Planning & Wealth Advisor

972.284.5492

For more than two decades, Terry has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, he has...

Thadius Beavers

Branch Manager, Supervisory Principal

972.284.5439

Thadius serves as a Supervisory Principal/Branch Manager for both Level Four Financial and Level Four Advisory Services.  Thadius comes to Level Four with 18 year of financial industry experience, starting his career on the...
3015 South Brentwood Boulevard St. Louis, Missouri 63144

Todd M. Bulot

Practice Director - Asset Management

972.284.5488

Todd Bulot serves as the Asset Management Practice Director. As Practice Director, Todd is a member of the Level Four Capital Management Investment Committee and sets the strategic direction of the Capital Management group. Prior to...

108 S. Main Street Lindsay, OK 73052

Tom Cowen has been a financial and insurance professional for 23 years. Prior to joining Level Four in 2006, Tom was a registered representative for Prudential for 17 years. He holds the Chartered Financial Consultant (ChFC) and...

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

252-649.6111

Billy Hemby is a Managing Director with Level Four Advisory Services located in the Carr, Riggs & Ingram, LLC (CRI) offices in North Carolina. He is active as a wealth advisor and ensemble team leader and is an investment specialist....