Leadership

Jake Tomes

Jake Tomes

Chief Executive Officer

jtomes@levelfourfinancial.com
Office: 866.834.1040
Greg Anderson

Greg Anderson

Partner - Chief Marketing Officer

Harvey Yoder

Harvey Yoder

Income Partner

hyoder@levelfourinsurance.com
Office: 817.731.7373

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Practice Directors

Luke Britt, CLU®, RICP®, CEPA®

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Level Four Business Services

lbritt@levelfourinsurance.com
Direct: 972.284.5481

Advanced Planning

Luke Britt, CLU®, RICP®, CEPA®

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning

lbritt@levelfourinsurance.com
Direct: 972.284.5481

Jason Doise, LUTCF®

Jason Doise, LUTCF®

Advanced Planning Specialist

Jason Inman

Jason Inman

Advanced Planning Specialist

Jeremy Britt

Jeremy Britt

Advanced Planning Consultant

Life Insurance

Randy Ford

Randy Ford

Director of Life Insurance

rford@levelfourinsurance.com
Direct: 972.284.5405
Jeff Jandro

Jeff Jandro

Director of Senior Markets - Easy Issue Life and Medicare

jjandro@levelfourinsurance.com Direct: 972.284.5444
Jaquita Farrow

Jaquita Farrow

Senior Market Consultant - Easy Issue Life and Medicare

jfarrow@levelfourinsurance.com
Direct: 972.284.5417
Austin Gibbs

Austin Gibbs

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

agibbs@levelfourinsurance.com
Direct: 972.284.5425
Emily Grundy

Emily Grundy

Senior Market Consultant - Easy Issue Life and Medicare

egrundy@levelfourinsurance.com Direct: 972.284.5479
Lennox Adundo

Lennox Adundo

Medicare Insurance Specialist

ladundo@levelfourinsurance.com Office: 972.284.5431
Bryce Yoder

Bryce Yoder

Life Insurance Consultant

byoder@levelfourinsurance.com Office: 817.731.7373

Annuities/Retirement Income

Jeff Wagnon

Jeff Wagnon

Director of Retirement Income

jwagnon@levelfourinsurance.com
Direct: 972.284.5414

Carey Avants

Carey Avants

Retirement Income Consultant

cavants@levelfourinsurance.com
Direct: 972.284.5413

James Spoonts

James Spoonts

Retirement Income Consultant

Adam Munoz

Adam Munoz

Associate Retirement Income Consultant

amunoz@levelfourfinancial.com Phone: 972.284.5440  

Property & Casualty

Brent White

Brent White

Practice Director - Property & Casualty

bwhite@levelfourinsurance.com
Office: 972.284.5449

Suzanne White

Suzanne White

Director of Operations - P&C

swhite@levelfourinsurance.com
Office: 972.284.5460

April Phillips

April Phillips

P&C Operations Associate

Operations

Josh Yoder

Josh Yoder

Managing Director LFIA Services

jyoder@levelfourinsurance.com
Direct: 817.731.0800
Debora Foutz, FLMI, ALHC, HIA, ACS

Debora Foutz, FLMI, ALHC, HIA, ACS

Director of Operations & Senior Underwriting Consultant

dfoutz@levelfourinsurance.com
Direct: 972.284.5409
Roger New

Roger New

Manager of Agent Support Services

rnew@levelfourinsurance.com
Direct: 972.284.5406

Samuel Buescher

Samuel Buescher

LFIA Practice Coordinator

Tracy Boysen

Tracy Boysen

New Business Manager

tboysen@levelfourinsurance.com
Direct: 972.284.5424
Rick Knepper

Rick Knepper

Senior Case Manager

rknepper@levelfourinsurance.com
Direct: 817.731.7374

Carol Kirkpatrick

Carol Kirkpatrick

Senior Case Manager

Denise Walker

Denise Walker

Case Manager

dwalker@levelfourinsurance.com
Direct: 817.731.7727

Jan Foster

Jan Foster

Case Manager

jfoster@levelfourinsurance.com
Direct: 972.284.5432

Mayra Nava

Mayra Nava

Policy Owner Services Team Lead

mnava@levelfourinsurance.com
Direct: 817.731.7737

Camden Whiteley

Camden Whiteley

Policy Owner Services Representative

Teria Pierce

Teria Pierce

Contracting Specialist

tpierce@levelfourinsurance.com
Direct: 972.284.5400

Mandy Engelson

Mandy Engelson

Systems Administrator

Weston Matheson

Weston Matheson

Insurance Practice Associate

Commissions Accounting

Dana Kellogg

Dana Kellogg

Revenue & Commission Admin

dkellogg@levelfourinsurance.com
Direct: 972.284.5477

John Stone

John Stone

Revenue & Commissions Team Lead

jstone@levelfourinsurance.com
Direct: 972.284.5476