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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

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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!

The information provided on this website is intended solely for educational and training purposes for independent agents associated with Level Up Financial Group. This site is not affiliated with, endorsed by, or representing any specific insurance or financial services company. All content reflects the values, training philosophy, and guidance of Level Up Financial Group and should not be construed as advice or recommendations from any third-party organization.

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