Our Team

Advanced Planning & Business Solutions

Luke Britt, CLU®, RICP®, CEPA®

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Business Solutions

Dallas, TX

lbritt@levelfourinsurance.com

Direct: 972.284.5418

Suzanne Durbin

Suzanne Durbin

Business Solutions Specialist - Atlanta, GA

Jeremy Britt

Jeremy Britt

Advanced Planning Consultant - Dallas, TX

Frank Maldonado

Frank Maldonado

Advanced Planning Specialist - El Paso, TX

Bonnie O' Quinn

Bonnie O' Quinn

Advanced Planning Specialist Goldsboro, NC

Amanda Mitchum

Amanda Mitchum

Business Unit Leader - Advanced Planning Specialist - Nacogdoches, TX

Tiare Larsen

Tiare Larsen

Advanced Planning Associate - Dallas, TX

Life Insurance

Debora Foutz, FLMI, ALHC, HIA, ACS

Debora Foutz, FLMI, ALHC, HIA, ACS

Underwriting Consultant

dfoutz@levelfourinsurance.com
Direct: 972.284.5409

Jeff Jandro

Jeff Jandro

Senior Market Consultant Easy Issue Life and Medicare

jjandro@levelfourinsurance.com
Direct: 972.284.5444

Emily Grundy

Emily Grundy

Senior Market Consultant Easy Issue Life and Medicare

egrudy@levelfourinsurance.com
Direct: 972.284.5479

Mary E. Sargent, CLU®

Mary E. Sargent, CLU®

Insurance Specialist - Wilson, NC

msargent@levelfourinsurance.com
Office: 252.316.4108

Doug McDaniels, CLU®, RHU®, RICP®

Doug McDaniels, CLU®, RHU®, RICP®

Insurance Specialist - Hobbs, NM

Annuities/Retirement Income

Jeff Wagnon

Jeff Wagnon

Director of Retirement Income

jwagnon@levelfourinsurance.com
Direct: 972.284.5444

James Spoonts

James Spoonts

Retirement Income Specialist

jspoonts@levelfourinsurance.com
Direct: 972.284.5445

Adam Munoz

Adam Munoz

Associate Retirement Income Specialist

amunoz@levelfourinsurance.com
Direct: 972.284.5440