Jake Tomes

Jake is the chief executive officer of Level Four® Wealth Management (“Level Four”), a division of Carr, Riggs & Ingram Capital Group. He leads a team of more than 100 professionals including certified financial planners (CFPs), certified public accountants (CPAs), and investment advisor representatives (IARs) in providing a broad base of financial solutions and services to personal, business, and institutional clients. The Level Four team delivers comprehensive and objective financial advice to over 10,000 clients. The Level Four approach focuses on corporate and executive retirement planning, asset management, and estate and insurance planning advice. Jake utilizes his experience in the financial industry to help lead the firm’s key initiatives.