Our Team
Advanced Planning & Business Solutions
Luke Britt, CLU®, RICP®, CEPA®
Practice Director - Advanced Planning & Business Solutions
Suzanne Durbin
Business Solutions Specialist - Atlanta, GA
sdurbin@levelfourfinancial.com
770.261.5428
Frank Maldonado
Advanced Planning Specialist - El Paso, TX
915.800.4952
Bonnie O' Quinn
Advanced Planning Specialist Goldsboro, NC
252.772.6111
Amanda Mitchum
Business Unit Leader - Advanced Planning Specialist - Nacogdoches, TX
972.284.5485
Life Insurance
Debora Foutz, FLMI, ALHC, HIA, ACS
Underwriting Consultant
dfoutz@levelfourinsurance.com
Direct: 972.284.5409
Jeff Jandro
Senior Market Consultant Easy Issue Life and Medicare
jjandro@levelfourinsurance.com
Direct: 972.284.5444
Emily Grundy
Senior Market Consultant Easy Issue Life and Medicare
egrudy@levelfourinsurance.com
Direct: 972.284.5479
Mary E. Sargent, CLU®
Insurance Specialist - Wilson, NC
msargent@levelfourinsurance.com
Office: 252.316.4108
Patrick Ray, CFP, CLU®, ChFC®
Life Insurance Wholesaler
pray@levelfourfinancial.com
Office: 945.284.50857
Annuities/Retirement Income
Adam Munoz
Associate Retirement Income Specialist
amunoz@levelfourinsurance.com
Direct: 972.284.5440