Joe Globensky, RFC®

Joe Globensky joined Level Four® as a shareholder in October 2002.  As the Chief Financial Officer for Level Four®, he is responsible for the day-to-day accounting for the Level Four® Group of companies.  As an OSJ Manager for Lincoln Financial Securities Corporation, Joe supervises over 50 Associated Persons located across the United States.  Joe also serves as Lead Portfolio Manager for Level Four® Advisory Services, an SEC-registered Investment Advisory firm.  In addition, he works with clients on an individual basis, assisting them with retirement income planning, investment and risk management, and estate planning matters.

During his eighteen years in the Financial Services industry, Joe has worked across a variety of areas including: fee-based asset management, product development, business planning, practice management, new business development, and sales and operations training.  Before joining Level Four®, Joe served as a consultant to several of the largest CPA firms in the country.  He was also Manager of Practice Development and Manager of Advisory Services Marketing at 1st Global.  Prior to joining 1st Global, Joe spent three years at H.D. Vest Financial Services working in the Operations Department as well as partnering with a registered representative in developing a financial services practice.

Joe graduated from Michigan State University with a Bachelor of Arts in Finance.  He received his Masters of Science in Finance from Texas A&M University.  He is a Registered Financial Consultant, holds FINRA Series 7, 63, and 65 examinations, and is a Registered Representative and Registered Principal of Lincoln Financial Securities. In addition Joe is licensed for Life and Health Insurance and Variable Contracts in 17 states.  Joe, his wife Jennifer, and their two children reside in Frisco, Texas.

Brian Gongwer

Brian Gongwer joined Level Four Insurance Services, LLC as a shareholder and Chief Marketing Officer in 2006. In July 2008, he was admitted as a shareholder, and was named CMO, of the Level Four® Group of companies.  Brian also assisted in creating Level Four Tax and Advisors in November of 2010.

As CMO, Brian is responsible for the day-to-day management and growth of sales within the Level Four® Network, in addition to developing brand recognition within the vision that is set forth from the firm.

Prior to joining Level Four®, Brian served as the National Sales Director at Ash Brokerage.  Previous to these roles, he spent three years at Lincoln National Life Corporation, where he served as a Broker/Dealer liaison helping to facilitate distribution for newly developed products.

Brian and his family moved from Indiana to Little Elm, Texas in 2008.

Darryn Pope, CFP®, CFS

As Chief Training Officer of the Level Four Group® of companies, Darryn is responsible for driving the firm's philosophy and methodology into the field.  He coordinates the Level Four® CPA/Professional Alliance coaching program and heads the acquisition team for Level Four® Tax and Advisors, LLC, the firm's tax and business consulting unit.

Darryn joined Level Four Group as a partner in 2002 and is in his 23rd year in the financial services industry.  Prior to Level Four®, he served as the National Business Development Manager for the GE Independent Accountants Network and was responsible for its national recruiting effort and, as Regional Sales Manager, training and supporting representatives in Texas.  Darryn also spent eight years growing and training the representative base of HD Vest Financial Services.

Darryn has been actively involved with the DFW Humane Society for over fourteen years, including terms as a board member and President of the Board of Directors.  He is a Certified Financial Planner, Certified Fund Specialist, Life, Accident and Health insurance agent, holds FINRA Series 7, 63, and 65 examinations, and is a Registered Representative and Registered Principal of Lincoln Financial Securities.  He earned his Bachelor of Business Administration degree with a double major in Marketing and Management from Texas A&M University.  He, his wife Cindy, and their two children reside in Hurst, Texas.

Jake Tomes

Jake Tomes is a founding shareholder of the Level Four® network of companies.  As CEO, his passion is to develop the financial firm of the future.  Through his active participation on industry boards, Jake is committed to making the Level Four® firms, leaders in wealth and risk management.  Currently, Jake leads Level Four® Advisory Services' private client group and develops content for the Level Four business development and coaching curriculum.

He began his financial career as a State Farm agent working in the North Dallas area.  He served as the life, accident and health insurance specialist for local traditional property and casualty agents.  Jake joined 1st Global Capital Corporation and 1st Global Insurance Services to help develop the company into a multi-million dollar insurance agency catering to the accounting and legal communities.

Jake graduated from Ambassador University and attended graduate school at University of North Texas.  He holds FINRA series 7 and 66 securities licenses, and is a Registered Representative and Registered Principal of Lincoln Financial Securities.  In addition he is licensed for Life and Health Insurance and Variable Contracts in multiple states.  He, his wife Tara, and their two children reside in Oak Point, Texas.

Intended for investment professional use only.