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DallasTexas

12400 Coit Road, Suite 700
Dallas, Texas 75251

Edmon "Jake" Tomes

Chief Executive Officer & Private Wealth Advisor

Evan Barnard

Advisor Advocate Manager

G. Brent Morton MBA

Chief Operating Officer & Private Wealth Advisor

Jeff Jandro

Director, Easy Issue & Medicare

Jill Zacha JD

Corporate Counsel | Chief Compliance Officer, Advisory

David Mauzey

Chief Technology Officer

Kimberly Miller CRCP

Chief Compliance Officer, Brokerage | AML Compliance Officer

Robb Combs

Chief Business Development Officer

David Byrnes AIF®, CPFA®

Practice Director, Corporate Retirement Plans

Jeff Wagnon

Director of Retirement Income

Luke Britt CLU®, RICP®CEPA®

Practice Director, Advanced Planning & Business Solutions

Matt Craig

Practice Director, Private Client Solutions

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

Practice Director, Financial Planning

Todd Bulot

Practice Director, Capital Management

Lal Echterhoff CFA®

Chief Investment Officer

Chris Goodrich

Controller

Claudia Martin

Managing Director of Advisor Operations

Joe Jones

Marketing Director

Melina Trevino

Operations Manager

Becca Clauer

Advisor Onboarding Manager

Adam Munoz

Associate Retirement Income Consultant

Amy Handy

Client Services Associate

Becca Clauer

Advisor Onboarding Manager

Bruce Dorman

Advisory Services - LFCM Specialist

Chris Scout

Business Development Manager

Daniel Hendricks

Advisor Advocate

Donna Boisfontaine

Private Client Associate

Erica Dennis

Senior Operations Team Leader

Greg Anderson

Level Four Insurance Chief Marketing Officer & Income Partner

Heather Leggett

Practice Support Specialist - Retirement Plans

James Spoonts

Retirement Income Consultant

Jeff Patterson

Consultant, Capital Management

Jena Blue

Onboarding Project Specialist

Jeremy Britt

Advanced Planning Consultant

Jo-Ann Palmere

Client Services Associate III Team Lead

Josh Hampton CFP®

Private Wealth Advisor, Private Client Specialist

Joy Robinson

Executive Assistant

Karen Sowders

Receptionist

Katherine Nicholas

Advisory Operations Associate – Billing Team

Lauren Chen

Business Solutions Analyst

Marcel Garza CFP®

Sr. Planning Associate

Michael Xirinachs

Head Trader & Operations

Nancy Ybarra

Onboarding Project Specialist

Patrick Ray CLU®, CFP®

Life Insurance Wholesaler

Rafael Sosa Matos

Branch Manager, Supervisory Principal

Rebekah Lasher

Operations Associate – New Accounts Team

Sally Echterhoff

Client Services Associate

Sheri Thompson

Business Development Manager

Sherry Harris

Operations Associate – New Accounts Team

Skyler Hedden

Branch Manager, Supervisory Principal

Stephen Herr

Financial Analyst

Steven Miller

Trading & Operations Associate

Tiare Larsen

Advanced Planning Associate

Tony Stephenson

Operations Manager

Vannessa Marley

Client Services Associate

Wendy Hosner

Paraplanner

Corporate Contact Information

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Level Four Financial

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Level Four Capital Management

Investment advice offered through Level Four Capital Management, LLC, an SEC registered investment advisor. The content herein is derived from sources believe to be reliable and accurate. The information contained herein is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for informational purposes only, and should not be considered as a solicitation for the purchase or sale of any security.

Level Four Advisory
Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC. Advisory services are offered through Level Four Advisory Services, LLC, an SEC-registered investment advisor. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. Neither Level Four Financial, LLC nor Level Four Advisory Services, LLC offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation. Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Please refer to https://brokercheck.finra.org for additional information.
Level Four Group, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.
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