Generated by All in One SEO v4.9.3, this is an llms.txt file, used by LLMs to index the site. # Level Four Group Changing the future of Financial Advice ## Sitemaps - [XML Sitemap](https://levelfourgroup.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - ["Keep What Matters, Transfer What Counts: A New Approach To Estate Planning" by Luke Britt](https://levelfourgroup.com/keep-what-matters-transfer-what-counts-a-new-approach-to-estate-planning-by-luke-britt/) - Modern estate planning isn’t about giving everything away. When done right, it’s about protecting what you’ve built, while keeping the flexibility and control you care about most. ## Pages - [Level Four Group - Home - LFG](https://levelfourgroup.com/) - [Level Four Capital Management - Home - LFCM](https://levelfourgroup.com/lfcm/) - [404 Error](https://levelfourgroup.com/404-error/) - [News](https://levelfourgroup.com/news/) - [Our Advisors and Insurance Specialists](https://levelfourgroup.com/our-advisors-and-insurance-specialists/) - [Privacy Policy](https://levelfourgroup.com/privacy-policy/) - Who we are Our website address is: https://levelfourgroup.com. What personal data we collect and why we collect it Comments When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection. 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[LFG - CPA Financial Services Book - A complete guide to fitting the pieces together](https://levelfourgroup.com/lfg/cpafs/) - [Level Four Financial - Home -LFF](https://levelfourgroup.com/lff/) - [Level Four Business Solutions - Home - LFBS](https://levelfourgroup.com/lfbs/) - [Level Four Advisory Services-Home - LFAS](https://levelfourgroup.com/lfas/) - [Team Member Input Form](https://levelfourgroup.com/team-member-input-form/) ## Locations - [Rio Grande Valley, Texas](https://levelfourgroup.com/location/rio-grande-valley/) - [Miami, Florida](https://levelfourgroup.com/location/1110-brickle-miami-florida/) - [Austin, Texas](https://levelfourgroup.com/location/austin-texas/) - [Bradenton, Florida](https://levelfourgroup.com/location/1001-third-avenue-west-suite-320-bradenton-fl/) - [4550 West Main Street, Suite 2, Dothan, Alabama](https://levelfourgroup.com/location/dothan-alabama/) - [Albuquerque, New Mexico](https://levelfourgroup.com/location/2424-louisiana-blvd-suite-205-albuquerque-nm/) - 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[Gadsden, Aabama](https://levelfourgroup.com/location/2100-club-drive-suite-200-gadsden-al/) - [Greenville, NC](https://levelfourgroup.com/location/1692-e-arlington-blvd-greenville-nc/) - [Honolulu, HA](https://levelfourgroup.com/location/876-curtis-street-honolulu-ha/) - [Houston, Texas](https://levelfourgroup.com/location/two-riverway-15th-floor-houston-tx/) - [Lindsay, Oklahoma](https://levelfourgroup.com/location/108-s-main-street-lindsay-ok/) - [Hudson, Ohio](https://levelfourgroup.com/location/1480-hunting-hollow-dr-hudson-oh/) - [Mobile, Alabama](https://levelfourgroup.com/location/3605-springhill-business-park-suite-a-mobile-al/) - [Nacogdoches, Texas](https://levelfourgroup.com/location/204-north-street-nacogdoches-tx/) - [Nashville, Tennessee](https://levelfourgroup.com/location/3011-armory-drive-suite-300-nashville-tn/) - [New Braunfels, Texas](https://levelfourgroup.com/location/1248-freiheit-road-new-braunfels-tx/) - [Palm Beach Gardens, Florida](https://levelfourgroup.com/location/3300-pga-blvd-suite-700-palm-beach-gardens-fl/) - [Salibury, NC](https://levelfourgroup.com/location/2035-oak-farm-rd-salibury-nc/) - [Williamsburg, Virginia](https://levelfourgroup.com/location/williamsburg-virginia/) - [Culpeper, Virginia](https://levelfourgroup.com/location/culpeper-virginia/) - [Panama City Beach, Florida](https://levelfourgroup.com/location/14101-panama-city-beach-parkway-suite-100-panama-city-beach-fl/) - [Panama City, Florida](https://levelfourgroup.com/location/225-forest-park-circle-panama-city-fl/) - [Raleigh, NC](https://levelfourgroup.com/location/4141-banks-stone-drive-raleigh-nc/) - [St. Cloud, Florida](https://levelfourgroup.com/location/1321-13th-street-st-cloud-fl/) - [Wilson, NC](https://levelfourgroup.com/location/2301-airport-blvd-nw-wilson-nc/) - [St. Louis, Missouri](https://levelfourgroup.com/location/3015-south-brentwood-blvd-st-louis-ms/) - [Stuart, Florida](https://levelfourgroup.com/location/33-sw-flagler-ave-stuart-fl/) - [Raleigh, NC](https://levelfourgroup.com/location/raleigh-nc/) ## Press Releases - [Welcome Bill Kumm and Financial Independence Team to Level Four](https://levelfourgroup.com/press-release/welcome-bill-kumm-and-financial-independence-team-to-level-four/) - [Opus Wealth Management Group with $350 Million in Assets Under Management Joins Level Four Advisory](https://levelfourgroup.com/press-release/opus-wealth-management-group-with-350-million-in-assets-under-management-joins-level-four-advisory/) - [Level Four Advisory Services Ranked #12 in Accounting Today’s Top Firms by Assets Under Management](https://levelfourgroup.com/press-release/level-four-advisory-services-ranked-12-in-accounting-todays-top-firms-by-assets-under-management/) - [Building the team: Alan Leffingwell joins Level Four Financial in Atlanta, GA](https://levelfourgroup.com/press-release/building-the-team-alan-leffingwell-joins-level-four-financial-in-atlanta-ga/) ## Team Members - [Damian Saenz -Business Unit Leader Rio Grande Valley](https://levelfourgroup.com/employee/damian-saenz-business-unit-leader-rgv/) - [5 Kimberly Miller - Chief Compliance Officer, Brokerage | AML Compliance Officer](https://levelfourgroup.com/employee/kimberly-miller-chief-compliance-officer-brokerage-aml-compliance-officer-2/) - [8 Chad Perry - Business Unit Leader; Private Wealth Advisor](https://levelfourgroup.com/employee/chad-perry/) - [76Jeremy Britt - Advanced Planning Consultant](https://levelfourgroup.com/employee/jeremy-britt-advanced-planning-consultant-2/) - [3 Jeff Jandro - Director, Easy Issue & Medicare](https://levelfourgroup.com/employee/jeff-jandro-director-easy-issue-medicare-2/) - [Chad Choate, III](https://levelfourgroup.com/employee/chad-choate-iii-private-wealth-advisor-business-unit-leader/) - [2 G. Brent Morton - Chief Operating Officer & Private Wealth Advisor](https://levelfourgroup.com/employee/g-brent-morton-chief-operating-officer-private-wealth-advisor-2/) - [Marcus Crews](https://levelfourgroup.com/employee/marcus-crews/) - [Jason Inman - Private Wealth Advisor & Insurance Specialist](https://levelfourgroup.com/employee/jason-inman-private-wealth-advisor-insurance-specialist-2/) - [72Jason Doise - Advanced Planning & Insurance Specialist](https://levelfourgroup.com/employee/jason-doise/) - [Chrystal Badillo - Senior Branch Manager, Supervisory Principal](https://levelfourgroup.com/employee/chrystal-badillo-branch-manager-supervisory-principal-2/) - [Ernest Tannis - Senior Branch Manager, Supervisory Principal](https://levelfourgroup.com/employee/ernest-tannis-branch-manager-supervisory-principal-2/) - [Karen Lessard - Senior Branch Manager, Supervisory Principal](https://levelfourgroup.com/employee/karen-lessard-branch-manager-supervisory-principal-2/) - [Rafael Sosa Matos - Senior Branch Manager, Supervisory Principal](https://levelfourgroup.com/employee/rafael-sosa-matos-branch-manager-supervisory-principal-2/) - [Emily Chapman - Medicare Manager](https://levelfourgroup.com/employee/emily-chapman/) - [Jasmine Wilson - Insurance Administration Associate](https://levelfourgroup.com/employee/jasmine-wilson/) - [Jennifer Eggleston - Branch Manager, Supervisory Principal](https://levelfourgroup.com/employee/jennifer-eggleston-branch-manager-supervisory-principal/) - [Jake King - Disability Income Case Manager](https://levelfourgroup.com/employee/jake-king-disability-income-case-manager/) - [Sarah Grout – Policyholder Service Associate](https://levelfourgroup.com/employee/sarah-grout-policyholder-service-associate/) - [Brian Harrison - Life Insurance Wholesaler](https://levelfourgroup.com/employee/brian-harrison-life-insurance-wholesaler/) - [Melanie Weber - Annuity Case Manager](https://levelfourgroup.com/employee/melanie-weber-annuity-case-manager/) - [Teria Pierce - Sr. Contracting Specialist](https://levelfourgroup.com/employee/teria-pierce-sr-contracting-specialist/) - [9 Debora Foutz - Director of Operations & Senior Underwriting Consultant](https://levelfourgroup.com/employee/debora-foutz-director-of-operations-senior-underwriting-consultant/) - [Mayra Nava - Life Case Manager](https://levelfourgroup.com/employee/mayra-nava/) - [Carl Linder](https://levelfourgroup.com/employee/carl-linder/) - [7 Luke Britt - Practice Director, Advanced Planning & Business Solutions](https://levelfourgroup.com/employee/luke-britt/) - [Jeremy Bisceglia, CFP®, CEPA®](https://levelfourgroup.com/employee/jeremy-bisceglia-cfp-cepa/) - [Marcel Garza - Sr. Planning Associate](https://levelfourgroup.com/employee/marcel-garza-sr-planning-associate-2/) - [Britt Woods - Chief Revenue Officer](https://levelfourgroup.com/employee/britt-woods-chief-revenue-officer/) - [Joy Robinson - Executive Assistant](https://levelfourgroup.com/employee/joy-robinson-executive-assistant-2/) - [Bryce Yoder - Life Insurance Consultant](https://levelfourgroup.com/employee/auto-draft-2/) - [Juliet Jacob - Revenue & Commission Associate](https://levelfourgroup.com/employee/juliet-jacob-revenue-commission-associate/) - [Trina Noel - Revenue & Commission Associate](https://levelfourgroup.com/employee/trina-noel-revenue-commission-associate/) - [9_1 Elizabeth Lawrence - Assistant Controller](https://levelfourgroup.com/employee/elizabeth-lawrence-assistant-controller/) - [9-2 John Stone - Revenue & Commissions Team Lead](https://levelfourgroup.com/employee/john-stone-revenue-commissions-team-lead/) - [Dana Kellogg - Revenue & Commission Admin](https://levelfourgroup.com/employee/dana-kellogg-revenue-commission-admin/) - [Tracy Boysen - New Business Manager](https://levelfourgroup.com/employee/tracy-boysen-new-business-manager/) - [Rick Knepper - Senior Case Manager](https://levelfourgroup.com/employee/rick-knepper-senior-case-manager/) - [Carol Kirkpatrick](https://levelfourgroup.com/employee/carol-kirkpatrick/) - [Mandy Engelson - Systems Administrator](https://levelfourgroup.com/employee/mandy-engelson-systems-administrator/) - [7 Jeff Wagnon - Practice Director of Retirement Income](https://levelfourgroup.com/employee/jeff-wagnon/) - [IND-Richard Harrington](https://levelfourgroup.com/employee/ind-richard-harrington/) - [IND-Glenn Verity](https://levelfourgroup.com/employee/ind-glenn-verity/) - [75Bonnie O'Quinn - Private Wealth Advisor, Business Solutions Specialist](https://levelfourgroup.com/employee/bonnie-oquinn-private-wealth-advisor-business-solutions-specialist/) - [77Tiare Larsen - Advanced Planning Associate](https://levelfourgroup.com/employee/tiare-larsen-advanced-planning-associate-2/) - [74Amanda Mitchum - Business Unit Leader; Business Solutions Specialist](https://levelfourgroup.com/employee/amanda-mitchum/) - [73Frank Maldonado - Private Wealth Advisor, Business Solutions & Financial Planning Specialist](https://levelfourgroup.com/employee/frank-maldonado-private-wealth-advisor-business-solutions-financial-planning-specialist-2/) - [Lauren Chen - Business Solutions Analyst](https://levelfourgroup.com/employee/lauren-chen-business-solutions-analyst/) - [Ethan Shaff - Equity Research Analyst](https://levelfourgroup.com/employee/ethan-shaff-equity-research-analyst/) - [David Holt - Equity Research Analyst](https://levelfourgroup.com/employee/david-holt-equity-analyst/) - [5 David Mauzey - Chief Technology Officer](https://levelfourgroup.com/employee/david-mauzey-chief-technology-officer-2/) - [Marian Stupka, Compliance Officer, International Wealth](https://levelfourgroup.com/employee/marian-stupka-compliance-officer-international-wealth/) - [Alan Leffingwell - Corporate Retirement Plan Specialist](https://levelfourgroup.com/employee/alan-leffingwell-corporate-retirement-plan-specialist-2/) - [7 David Byrnes - Practice Director, Corporate Retirement Plans](https://levelfourgroup.com/employee/david-byrnes/) - [Jeff Patterson - Consultant, Asset Management](https://levelfourgroup.com/employee/jeff-patterson-consultant-asset-management-2/) - [73 Michael Xirinachs - Head Trader & Operations](https://levelfourgroup.com/employee/michael-xirinachs-head-trader-operations-2/) - [Kelly Keltner - Branch Operations Manager](https://levelfourgroup.com/employee/kelly-keltner-branch-operations-manager/) - [9 Claudia Martin - Chief Advisor Operations Officer](https://levelfourgroup.com/employee/9-claudia-martin-managing-director-of-advisor-operations/) - [72Ray Shimer - Senior Portfolio Manager](https://levelfourgroup.com/employee/ray-shimer-senior-portfolio-manager-2/) - [71 Lal Echterhoff - Chief Investment Officer](https://levelfourgroup.com/employee/lal-echterhoff-chief-investment-officer-2/) - [Steven Miller - Trading & Operations Associate](https://levelfourgroup.com/employee/steven-miller-trading-operations-associate-2/) - [7 Todd Bulot - Practice Director, Capital Management](https://levelfourgroup.com/employee/todd-bulot/) - [Steve Sample - Chief People Officer](https://levelfourgroup.com/employee/steve-sample-chief-people-officer/) - [Sheri Thompson - Business Development Manager](https://levelfourgroup.com/employee/sheri-thompson-business-development-manager-2/) - [1 Edmon "Jake" Tomes - Chief Executive Officer & Private Wealth Advisor](https://levelfourgroup.com/employee/edmon-jake-tomes-chief-executive-officer-private-wealth-advisor-2/) - [3 Jill Zacha - Corporate Counsel | Chief Compliance Officer, Advisory](https://levelfourgroup.com/employee/jill-zacha-corporate-counsel-chief-compliance-officer-advisory-2/) - [Jo-Ann Palmere - Client Services Associate III Team Lead](https://levelfourgroup.com/employee/jo-ann-palmere-onboarding-associate-client-services-associate-ii-2/) - [Erica Dennis - Senior Operations Team Leader](https://levelfourgroup.com/employee/erica-dennis-operations-new-account-team-lead-2/) - [Donna Boisfontaine - Private Client Associate](https://levelfourgroup.com/employee/donna-boisfontaine-client-services-associate-2/) - [Bruce Dorman - Advisory Services - LFCM Specialist](https://levelfourgroup.com/employee/bruce-dorman-advisory-services-lfcm-specialist-2/) - [Sally Echterhoff - Client Services Associate](https://levelfourgroup.com/employee/sally-echterhoff-client-services-associate-2/) - [92 Becca Clauer - Advisor Onboarding Manager](https://levelfourgroup.com/employee/becca-clauer-advisor-onboarding-manager-2/) - [7 Matt Craig - Practice Director, Private Client Solutions](https://levelfourgroup.com/employee/matt-craig/) - [71Suzanne Durbin - Private Wealth Advisor & Business Solutions Manager](https://levelfourgroup.com/employee/suzanne-durbin-private-wealth-advisor-business-solutions-specialist-2/) - [Frances Robinson - Bidwell -](https://levelfourgroup.com/employee/frances-robinson-bidwell-2/) - [8 Chris Facka - Business Unit Leader; Private Client Services Specialist](https://levelfourgroup.com/employee/chris-facka/) - [Bob Kalaman - Private Wealth Advisor, Capital Management Specialist](https://levelfourgroup.com/employee/bob-kalaman-private-wealth-advisor-capital-management-specialist-2/) - [Barry Hyman - Referral Specialist](https://levelfourgroup.com/employee/barry-hyman-referral-specialist-2/) - [Frank Cochran - Insurance Specialist](https://levelfourgroup.com/employee/frank-cochran-insurance-specialist-2/) - [8 Brad Wheeler - Business Unit Leader; Capital Management Specialist](https://levelfourgroup.com/employee/brad-wheeler/) - [Ryan Brace - Private Wealth Advisor, Capital Management Specialist](https://levelfourgroup.com/employee/ryan-brace-private-wealth-advisor-capital-management-specialist-2/) - [Emily Jones - Client Services Associate](https://levelfourgroup.com/employee/emily-jones-client-services-associate-2/) - [9 Chris Goodrich - Controller](https://levelfourgroup.com/employee/chris-goodrich-controller-2/) - [Adam Munoz - Associate Retirement Income Consultant](https://levelfourgroup.com/employee/adam-munoz-associate-retirement-income-consultant-2/) - [Josh Hampton - Private Wealth Advisor, Private Client Specialist](https://levelfourgroup.com/employee/josh-hampton-private-wealth-advisor-private-client-specialist-2/) - [9 Joe Jones - Marketing Director](https://levelfourgroup.com/employee/joe-jones-marketing-director-2/) - [Katherine Nicholas - Advisory Operations Associate – Billing Team](https://levelfourgroup.com/employee/katherine-nicholas-advisory-operations-associate-billing-team-2/) - [Molly Flynn - Compliance Associate](https://levelfourgroup.com/employee/molly-flynn-compliance-associate-2/) - [91 Melina Trevino - Operations Manager](https://levelfourgroup.com/employee/melina-trevino-operations-manager-2/) - [Rebekah Lasher - Operations Associate – New Accounts Team](https://levelfourgroup.com/employee/rebekah-lasher-operations-associate-new-accounts-team-2/) - [Stephen Herr - Financial Analyst](https://levelfourgroup.com/employee/stephen-herr-financial-analyst-2/) - [Sherry Harris - Operations Associate – New Accounts Team](https://levelfourgroup.com/employee/sherry-harris-operations-associate-new-accounts-team-2/) - [7 Terry Thompkins - Practice Director, Financial Planning](https://levelfourgroup.com/employee/terry-thompkins/) - [Tony Stephenson - Operations Manager](https://levelfourgroup.com/employee/tony-stephenson-operations-manager-2/) - [Wendy Hosner - Paraplanner](https://levelfourgroup.com/employee/wendy-hosner-paraplanner-2/) - [Vannessa Marley - Client Services Associate](https://levelfourgroup.com/employee/vannessa-marley-client-services-associate-2/) - [8 Marshall Barclay - Business Unit Leader; Insurance Specialist](https://levelfourgroup.com/employee/marshall-barclay/) - [William Blakley (Blake) Woodard -](https://levelfourgroup.com/employee/william-blakley-blake-woodard-2/) - [Kevin Welch - Fiduciary Support Specialist – Retirement Plans](https://levelfourgroup.com/employee/kevin-welch-fiduciary-support-specialist-retirement-plans-2/) - [Harrison Evans - Private Wealth Advisor, Corporate Retirement Plan Specialist](https://levelfourgroup.com/employee/harrison-evans-private-wealth-advisor-corporate-retirement-plan-specialist-2/) - [8 Jack Bruno - Business Unit Leader, Managing Director International Wealth Services5](https://levelfourgroup.com/employee/jack-bruno/) - [Will Brantley - Private Wealth Advisor, Corporate Retirement Plan Specialist](https://levelfourgroup.com/employee/will-brantley-private-wealth-advisor-corporate-retirement-plan-specialist-2/) - [4 Marc Whitehead - Chief Financial Officer](https://levelfourgroup.com/employee/marc-whitehead-chief-financial-officer-2/) - [John Johnson - Wealth Advisor](https://levelfourgroup.com/employee/john-johnson-wealth-advisor-2/) - [Michael Boatman - Advanced Planning, Insurance Specialist](https://levelfourgroup.com/employee/michael-boatman-advanced-planning-insurance-specialist-2/) - [8 Frank Martin - Business Unit Leader; Capital Management Specialist](https://levelfourgroup.com/employee/frank-martin/) - [Randy Moorehead - Private Wealth Advisor, Financial Planning Specialist](https://levelfourgroup.com/employee/randy-moorehead-private-wealth-advisor-financial-planning-specialist-2/) - [Alan R. Tipton - Financial Consultant](https://levelfourgroup.com/employee/alan-r-tipton-financial-consultant/) - [Mary Sargent - Private Wealth Advisor, Insurance Specialist](https://levelfourgroup.com/employee/mary-sargent-private-wealth-advisor-insurance-specialist-2/) - [Fred Tulloss - Annuity, Retirement Income Referral Associate](https://levelfourgroup.com/employee/fred-tulloss-annuity-retirement-income-referral-associate-2/) - [8 Billy Hemby - Managing Director; Private Wealth Advisor](https://levelfourgroup.com/employee/billy-hemby-managing-director-private-wealth-advisor/) - [Scott Proctor - Private Wealth Advisor, Capital Management Specialist](https://levelfourgroup.com/employee/scott-proctor-private-wealth-advisor-capital-management-specialist-2/) - [Arthur Lee Smith - Wealth Advisor](https://levelfourgroup.com/employee/arthur-lee-smith-wealth-advisor/) - [Amy Handy - Client Services Associate](https://levelfourgroup.com/employee/amy-handy-client-services-associate/) - [Gary Schmidt - Wealth Advisor](https://levelfourgroup.com/employee/gary-schmidt-wealth-advisor/) - [Craig S. Blake - Wealth Advisor](https://levelfourgroup.com/employee/craig-s-blake-wealth-advisor/) - [Jimmy Glover - Retirement Specialist](https://levelfourgroup.com/employee/jimmy-glover-retirement-specialist-2/) - [Jeff Schlicht - Wealth Advisor](https://levelfourgroup.com/employee/jeff-schlicht-wealth-advisor/) - [Mike McKersie - Wealth Advisor](https://levelfourgroup.com/employee/mike-mckersie-wealth-advisor-2/) - [Michael Doll - Wealth Advisor](https://levelfourgroup.com/employee/michael-doll-wealth-advisor-2/) - [Matt Scherer - Wealth Advisor](https://levelfourgroup.com/employee/matt-scherer-wealth-advisor-2/) - [10 Evan Barnard - Advisor Advocate Manager](https://levelfourgroup.com/employee/evan-barnard-advisor-advocate-manager-2/) - [James Spoonts - Retirement Income Consultant](https://levelfourgroup.com/employee/james-spoonts-retirement-income-consultant-2/) - [Bo Woodall - Corporate Retirement Plan Specialist](https://levelfourgroup.com/employee/bo-woodall-corporate-retirement-plan-specialist/) - [Skyler Hedden - Branch Manager, Supervisory Principal](https://levelfourgroup.com/employee/skyler-hedden-branch-manager-supervisory-principal-2/) ## Categories - [Uncategorized](https://levelfourgroup.com/category/uncategorized/) - [LFF](https://levelfourgroup.com/category/entity/lff/) - [IND](https://levelfourgroup.com/category/entity/ind/) - [New Mexico](https://levelfourgroup.com/category/state/new-mexico/) - [Texas](https://levelfourgroup.com/category/state/texas/) - [Dallas](https://levelfourgroup.com/category/city/dallas/) - [Entity](https://levelfourgroup.com/category/entity/) - [State](https://levelfourgroup.com/category/state/) - [City](https://levelfourgroup.com/category/city/) - [Atlanta](https://levelfourgroup.com/category/city/atlanta/) - [Georgia](https://levelfourgroup.com/category/state/georgia/) - [Baton Rouge](https://levelfourgroup.com/category/city/baton-rouge/) - [Bowling Green](https://levelfourgroup.com/category/city/bowling-green/) - [Bradenton](https://levelfourgroup.com/category/city/bradenton/) - 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