Leadership
Jake Tomes
Chief Executive Officer
jtomes@levelfourfinancial.com
Office: 866.834.1040
Greg Anderson
Partner – Chief Marketing Officer
ganderson@levelfourinsurance.com
Direct: 972.284.5436
Harvey Yoder
Income Partner
hyoder@levelfourinsurance.com
Office: 817.731.7373
Have A Question?
Practice Directors
Luke Britt, CLU®, RICP®, CEPA®
Practice Director – Advanced Planning & Level Four Business Services
lbritt@levelfourinsurance.com
Direct: 972.284.5481
Jay Peak
Practice Director – Insurance
jpeak@levelfourinsurance.com
Direct: 972.284.5446
Advanced Planning
Luke Britt, CLU®, RICP®, CEPA®
Practice Director – Advanced Planning
lbritt@levelfourinsurance.com
Direct: 972.284.5481
Jeremy Britt
Advanced Planning Consultant
jbritt@levelfourinsurance.com
Direct: 972.284.5451
Bonnie O’ Quinn
Advanced Planning Specialist
boquinn@levelfourfinancial.com
Direct: 252.772.6111
Frank Maldonado
Advanced Planning Specialist
fmaldonado@levelfourfinancial.com
Direct: 915.800.4952
Amanda Mitchum
Business Unite Leaders – Advanced Planning
amitchum@levelfourfinancial.com
Direct: 972.284.5451
Life Insurance
Jeff Jandro
Director of Senior Markets – Easy Issue Life and Medicare
jjandro@levelfourinsurance.com
Direct: 972.284.5444
Emily Grundy
Senior Market Consultant – Easy Issue Life and Medicare
egrundy@levelfourinsurance.com
Direct: 972.284.5479
Bryce Yoder
Life Insurance Consultant
byoder@levelfourinsurance.com
Office: 817.731.7373
Annuities/Retirement Income
Jeff Wagnon
Director of Retirement Income
jwagnon@levelfourinsurance.com
Direct: 972.284.5414
James Spoonts
Retirement Income Consultant
jspoonts@levelfourinsurance.com
Direct: 972.284.5445
Adam Munoz
Associate Retirement Income Consultant
amunoz@levelfourfinancial.com
Phone: 972.284.5440
Insurance Specialist
William Blakley (Blake) Woodard
Insurance Specialist
bwoodard@levelfourfinancial.com
Direct: 972.472.6311
Operations
Debora Foutz, FLMI, ALHC, HIA, ACS
Director of Operations & Senior Underwriting Consultant
dfoutz@levelfourinsurance.com
Direct: 972.284.5409
Tracy Boysen
New Business Manager
tboysen@levelfourinsurance.com
Direct: 972.284.5424
Rick Knepper
Senior Case Manager
rknepper@levelfourinsurance.com
Direct: 817.731.7374
Carol Kirkpatrick
Senior Case Manager
ckirkpatrick@levelfourinsurance.com
Direct: 817.731.7377
Denise Walker
Case Manager
dwalker@levelfourinsurance.com
Direct: 817.731.7727
Mayra Nava
Policy Owner Services Team Lead
mnava@levelfourinsurance.com
Direct: 817.731.7737
Mandy Engelson
Systems Administrator
mengelson@levelfourinsurance.com
Direct: 817.731.7386
Weston Matheson
Insurance Practice Associate
Wmatheson@levelfourinsurance.com
Direct: 817.731.7373
Commissions Accounting
Dana Kellogg
Revenue & Commission Admin
dkellogg@levelfourinsurance.com
Direct: 972.284.5477
John Stone
Revenue & Commissions Team Lead
jstone@levelfourinsurance.com
Direct: 972.284.5476