Leadership
Leadership
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 Mitchum 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...
Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist
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,...
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
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...
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 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 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...
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...
David Byrnes, AIF®
Practice Director - Retirement Plans & Wealth Advisor
David is the Retirement Plans Practice Director with Level Four Advisory Services, LLC ("LFAS"). Prior to joining LFAS,...
David Mauzey
Chief Information Officer
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
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
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 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...
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...
Josh is a Private Client Solutions Specialist 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...
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...
Ken Herring, CFP®, AAMS™, AWMA™, MPAS™
Business Unit Leader & Financial Planning Specialist
Ken has been a CERTIFIED FINANCIAL PLANNER™ Professional since 1992 and has more than thirty-five years of experience as a financial advisor. Ken’s passion is assisting clients in making financial decisions that will...
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...
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...
15224 Kercheval Avenue Grosse Pointe Park, Michigan 48230
Luke Britt, CLU®, RICP®, CEPA®
Practice Director - Advanced Planning & Business Services
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...
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...
Marshall Barclay, MBA, CRPC®, CFP®
Business Unit Leader & Wealth Advisor
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...
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...
Michael Stratton
Advisor Onboarding Manager
Paul Sterzinger, CFP®, CIMA®, CLU®, MBA
Business Unit Leader & Wealth Advisor
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...
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”....
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...
Russell R. Franques, APMA™, AAMS™, CFS®
Capital Management Specialist
Visit the Keiber Retirement Solutions Website 15701 Hwy 50, Suite 204 Clermont, FL 34711
Steve Miano, CPA
Research Analyst
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
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...
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...
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
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....
