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: 972.284.5485

Life Insurance

Randy Ford

Director of Life Insurance

rford@levelfourinsurance.com
Direct: 972.284.5405

Jeff Jandro

Director of Senior Markets - Easy Issue Life and Medicare

jjandro@levelfourinsurance.com Direct: 972.284.5444

Jaquita Farrow

Senior Market Consultant - Easy Issue Life and Medicare

jfarrow@levelfourinsurance.com
Direct: 972.284.5417

Austin Gibbs

Senior Market Consultant<br /> - Easy Issue Life and Medicare

agibbs@levelfourinsurance.com
Direct: 972.284.5425

Emily Grundy

Senior Market Consultant - Easy Issue Life and Medicare

egrundy@levelfourinsurance.com Direct: 972.284.5479

Cory Wagner

Insurance Specialist (Medicare Line)

cwagner@levelfourinsurance.com Office: 972.284.5472

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

Carey Avants

Retirement Income Consultant

cavants@levelfourinsurance.com
Direct: 972.284.5413

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

Operations

Josh Yoder

Managing Director LFIA Services

jyoder@levelfourinsurance.com
Direct: 817.731.0800

Debora Foutz, FLMI, ALHC, HIA, ACS

Director of Operations & Senior Underwriting Consultant

dfoutz@levelfourinsurance.com
Direct: 972.284.5409

Roger New

Manager of Agent Support Services

rnew@levelfourinsurance.com
Direct: 972.284.5406

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

Jan Foster

Case Manager

jfoster@levelfourinsurance.com
Direct: 972.284.5432

Mayra Nava

Policy Owner Services Team Lead

mnava@levelfourinsurance.com
Direct: 817.731.7737

Teria Pierce

Contracting Specialist

tpierce@levelfourinsurance.com
Direct: 972.284.5400

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