Claudia serves as the Chief Advisor Operations Officer at Level Four Group. She builds and empowers high-performing teams in markets throughout the organization, ensuring consistent service delivery and operational excellence. These teams are integral to advancing the firm’s mission of changing the future of financial advice. Claudia’s leadership approach is guided by a commitment to delivering an exceptional Advisor Experience and Client Experience across the organization.
Claudia provides a combination of proactive communication, deep industry knowledge, and a highly collaborative leadership style. Advisors and their teams value her ability to support faster integration, translate complexity into clear action, and partner effectively across the organization. Together, these strengths foster enduring relationships and an Advisor and Client experience that supports long-term success at Level Four and CRI.
Years of Experience
28
Education
Texas A&M University, Bachelor’s
Professional & Civic Leadership
- Member – Finance Committee, Christ United Methodist Church
- Member – Endowment Committee, Christ United Methodist Church
Professional Credentials
- General Securities Principal – Series 24
- General Securities Representative – Series 7
- Investment Advisor Representative – Series 65
- Registered Representative – Level Four Financial
- Uniform Securities Agent – Series 63
- Municipal Securities Principal – Series 53