
We Build Leaders Who Build Legacies
Level Up Financial equips agents with financial education, leadership training, and a culture of ownership to transform lives—starting with your own.
A Vision
Bigger Than a Career
We're not just building financial businesses. We're building people—leaders, legacy creators, and financial educators.
We’re proving that financial literacy and ownership shouldn’t be a privilege — it should be a path available to everyone.
Our Origin
We didn’t start Level Up just to build another financial firm — we set out to build a movement. From the beginning, our mission was clear: flip the script on how this industry serves people. We wanted to create a place where anyone — no matter their story, their struggles, or their starting point — could win.
Whether you’re hungry to launch a business, grow as a leader, or just add an extra $500 to your family’s budget, we built Level Up for you. And the results speak for themselves: 24 owners, over 1,100 agents licensed, thousands of lives impacted, and a culture built on growth, grit, and real ownership.
From a single Regional Vice President in Fort Worth, Tx to a national organization, we’ve stayed committed to one thing — building people, not just income.
We don't want to just be leaders in financial services, we want to be the model of what servant leadership looks like.
Jacob & Alice Webb
SNSD

The Impact
The Numbers That Tell The Story
1,100 +
Licensed Agents
24
Regional Vice Presidents
$200M+
Assets Under Management
Leadership
Founders Circle

Josh & Liesl Murray
Former HR Assistant & Economic Analyist

Jacob & Alice Webb
Former Coach & Teacher

Neida Ngungutau
Former Teachers Aide
Diamond Club

Freddy & Cindy Amador
Former Coach & Teacher

Lori & Justin Bradley
Former Hotel Management & Police Officer

Carolina & Daniel Chagolla
Former Warehouse Worker & Fast Food Attendant

Amy Swears & Brandon Crain
Former Realtor & Bartender

Jenni & Rufino Mendez
Former Fast Food Attendant & Welder

Rusty Foster
Former Pastor

Andrew Burnfield
Former Professional Photographer

Kenny & Stayce Robison
Former Coach & Stay at Home Mom

Brad & Stephanie Osborn
Former Coach & Stay at Home Mom
Silver Leaders

Shane & Ali Dirickson
Former Physical Therapist & Physicians Assistant

Catandra & Tyler Petrillo
Former Bartender & College Student

Dominique Taylor
Former College Student

Thomas & Sunni Tipton
Former Coach & Nurse

Mike & Cinder Puckett
Former Engineer & Healthcare Consultant
The Foundation Team

Micah & Michelle Thomason
Former Warehouse Worker & Photographer

Jonathan & Brea Dingle
Former Coach & College Student

Myra & Daniel Sanchez
Former Coach & Teacher

Tasia Lenton
Former Retail Manager

Nick & Stephanie Tessmer
Former Military

Lee & Beatrice Foliaki
Former Coach & Military

Nanci Puente & Mason Banks
Former Girls & Boys Club Assistant & Warehouse Worker

Joey & Clarissa DeHoyos
Former Gym Police Officer & Gym Owner

Kaci & Randall Suniga
Former Lumber Yard Supervisor & Teacher

Fred Luckett
Former Coach

Harley & Kathy Pier
Former Coach & Teacher
You're Not Just Joining a Company - Your'e Joining a Movement
Ready to grow your skills, your confidence, and your future? Start now!