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, RICP®

Practice Director - Advanced Planning & Level Four Business Services

lbritt@levelfourinsurance.com
Direct: 972.284.5481

Brent White

Practice Director - Property & Casualty

bwhite@levelfourinsurance.com
Direct: 972.284.5449

Advanced Planning

Luke Britt, RICP®

Practice Director - Advanced Planning

lbritt@levelfourinsurance.com
Direct: 972.284.5481

Chris Kelm, CFP®

Advanced Planning Specialist

ckelm@levelfourinsurance.com
Direct: 210.679.1532

Jason Doise, LUTCF®

Advanced Planning Specialist

jdoise@levelfourfinancial.com
Phone: 225.246.2597

Jason Inman

Advanced Planning Specialist

jinman@levelfourfinancial.com
Phone: 225.246.2597

Jeremy Britt

Advanced Planning Consultant

jbritt@levelfourinsurance.com
Direct: 972.284.5451

Life Insurance

Randy Ford

Director of Life Insurance

rford@levelfourinsurance.com
Direct: 972.284.5405

Brian Gibbs

Director of Easy Issue Life

bgibbs@levelfourinsurance.com
Direct: 972.284.5403

Jeff Jandro

Director of Digital Life Submission

jjandro@levelfourinsurance.com Direct: 972.284.5444

Hudson Yoder

LFIA Coordinator

hmyoder@levelfourinsurance.com Office: 817.731.7373

Jaquita Farrow

Life Insurance Consultant

jfarrow@levelfourinsurance.com
Direct: 972.284.5417

Austin Gibbs

Life Insurance Consultant

agibbs@levelfourinsurance.com
Direct: 972.284.5425

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

Medicare

Cameron Neumann

Medicare Consultant

cneumann@levelfourinsurance.com Direct: 972.284.5402

Mark McCain

Medicare Consultant

mmccain@levelfourinsurance.com Direct: 972.284.5446

Property & Casualty

Brent White

Practice Director - Property & Casualty

bwhite@levelfourinsurance.com
Direct: 972.284.5449

Bryce Yoder

P&C and Employee Benefits Consultant

byoder@levelfourinsurance.com Office: 817.731.7373

Suzanne White

P&C - Account & Operations Manager

swhite@levelfourinsurance.com
Office: 972.284.5460

Michelle Martineau

P&C - Personal Lines Executive

mmartineau@levelfourinsurance.com
Office: 972.284.5494

Creative

Justine Huddleston

Marketing Director

jhuddleston@levelfourinsurance.com
Direct: 972.284.5457

Lauren Martin

Marketing & Design Specialist

lmartin@levelfourinsurance.com
Direct: 972.284.5473

Operations

Josh Yoder

Managing Director LFIA Services

jyoder@levelfourinsurance.com
Direct: 817.731.0800

Debora Foutz, FLMI, ALHC, HIA, ACS

Director of Operations & Underwriting Consultant

dfoutz@levelfourinsurance.com
Direct: 972.284.5409

Roger New

Director of Agent Support Services

rnew@levelfourinsurance.com
Direct: 972.284.5406

Carol Kirkpatrick

Senior Case Manager

ckirkpatrick@levelfourinsurance.com
Direct: 817.731.7377

Rick Knepper

Senior Case Manager

rknepper@levelfourinsurance.com
Direct: 817.731.7374

Tracy Blue

Senior Case Manager

tblue@levelfourinsurance.com
Direct: 972.284.5424

Denise Walker

Case Manager

dwalker@levelfourinsurance.com
Direct: 817.731.7727

Jan Foster

Case Manager

jfoster@levelfourinsurance.com
Direct: 972.284.5432

Teresa Renfro

Case Manager & Retirement Income Marketing Support

trenfro@levelfourinsurance.com
Direct: 972.284.5426

Mayra Nava

Policy Owner Services

mnava@levelfourinsurance.com
Direct: 817.731.7737

Brenda Jandro

Contracting Specialist

bjandro@levelfourinsurance.com
Direct: 972.284.5433

Teria Pierce

Contracting Specialist

tpierce@levelfourinsurance.com
Direct: 972.284.5400

Mandy Engelson

Executive Assistant

mengelson@levelfourinsurance.com Direct: 817.731.7386

Commissions Accounting

Dana Kellogg

Insurance Commissions Supervisor

dkellogg@levelfourinsurance.com
Office: 866.834.1040