Team

Keith T. Bencal

Financial Consultant

(847) 773-0204

As a dedicated Financial Professional, I pride myself on providing personalized one on one service and building relationships. I truly believe in the "Client First" philosophy. My goal is to provide quality needs-based services to each...

Don Sakamoto, CFP®

Wealth Advisor

(773) 710-3856

(708) 575-9327

dsakamoto@levelfouradvisors.com

I began my practice in 1989. A graduate of the University of Illinois Chicago, I’m also a member of organizations such as FPA and NAIFA.As a responsible and active member of the community, I am involved with the National Association of...

Gregg Overstake

Director of Supervision

Gregg Overstake serves as the Senior Compliance & Operations Manager for Level Four Advisory Services, LLC and a Registered Principal of LPL Financial. He brings over 25 years of financial services experience to our team of advisors.

Charles R. “Ray” Shimer III, CFA

Portfolio Manager

Ray is Portfolio Manager with Level Four® Advisory Services, LLC. With over 13 years of investment management experience in the securities industry, Ray’s primary responsibility as Portfolio Manager is to overs the firms’ Asset...