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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: 25 owners, over 1,500 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

1,500 + 
Licensed Agents

25
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

Rusty Foster
Former Pastor

Brad & Stephanie Osborn

Former Coach & Stay at Home Mom

Lori & Justin Bradley

Former Hotel Management & Police Officer

Andrew Burnfield

Former Professional Photographer

Kenny & Stayce Robison

Former Coach & Stay at Home Mom

Carolina & Daniel Chagolla

Former Warehouse Worker & Fast Food Attendant

Shane & Ali Dirickson

Former Physical Therapist & Physicians Assistant

Thomas & Sunni Tipton

Former Coach & Nurse

Amy Swears & Brandon Crain
Former Realtor & Bartender

Jenni & Rufino Mendez

Former Fast Food Attendant & Welder

Catandra & Tyler Petrillo

Former Bartender & College Student

Silver Leaders

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Kelcee & Tyler Gallegos 

Former Apartment Manager & Coach

Lee & Beatrice Foliaki

Former Coach & Military

Mike & Cinder Puckett

Former Engineer & Healthcare Consultant

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Dominique Taylor

Former College Student

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Kris & Chad Suniga

Former SAHM & Warehouse Worker

Micah & Michelle Thomason

Former Warehouse Worker & Photographer

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Chrissie & Cody Oliver

Former Therapist & Nurse

Nanci Puente & Mason Banks

Former Girls & Boys Club Assistant & Warehouse Worker

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Kristi & Chad Sparks

Former SAHM & Business Owner

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Autumn & Troy Reim

Former SAHM & Warehouse Worker

The Foundation Team

Myra & Daniel Sanchez

Former Coach & Teacher

Jonathan & Brea Dingle

Former Coach & College Student

Tasia Lenton

Former Retail Manager

Nick & Stephanie Tessmer

Former Military

Harley & Kathy Pier

Former Coach & Teacher

Joey & Clarissa DeHoyos

Former Gym Police Officer & Gym Owner

Kaci & Randall Suniga

Former Lumber Yard Supervisor & Teacher

Fred Luckett

Former Coach

OUR PARTNERS

We proudly align with some of the most respected and trusted names in the financial industry. These partnerships allow us to offer world-class products, backed by decades of experience and credibility. Together, we’re empowering families to build stronger financial futures with confidence.

INDUSTRY LEADER IN LIFE INSURANCE

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IN THE NEWS

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INVESTMENT PARTNERS

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This Isn't a Position - It's a Chance to Be a Part of a Movement.

Ready to grow your skills, your confidence, and your future? Start now!

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