The Levels Team

Zach Jamison founded Levels Wealth to serve individuals whose financial lives demand more than standard advice, including professional athletes, founders, and high-income individuals navigating complex decisions and high stakes.

Zach works closely with clients through every phase of wealth building, from early cash-flow and contract decisions to long term investment strategy, risk management, and legacy planning. His approach is disciplined, transparent, and rooted in helping clients make better decisions over time - especially when emotions, volatility, or outside pressure are highest.

Rather than focusing solely on performance, Zach emphasizes structure, planning, and long-term strategy as the true drivers of financial success. He believes the greatest value a wealth advisor provides is clarity, consistency, and guidance that helps clients avoid costly mistakes while staying aligned with their goals.

Zach built Levels Wealth on the belief that great outcomes are rarely accidental - they are planned, monitored, and adjusted with intention.

Tanner Corum is a Partner and the President of Sports at Levels Wealth, where he leads the firm’s athlete division and oversees relationships across the sports landscape. He works with professional athletes, top collegiate prospects, and individuals whose financial lives involve complex decisions, income volatility, and long-term implications.

Tanner works closely with clients through every phase of wealth building, from early contract and cash-flow decisions to risk management and legacy planning. His approach is disciplined, hands-on, and relationship-driven, with a focus on helping athletes make sound decisions when pressure and outside influence are highest.

Rather than chasing short-term outcomes, Tanner emphasizes structure, education, and intentional planning as the foundation of lasting financial success. He believes elite performance in sports should translate into elite outcomes in life, and that great financial results are built through preparation, consistency, and a long-term vision.

Teagan Fowler serves as the Director of Client Relations at Levels Wealth, supporting individuals whose financial lives involve complexity, high expectations, and ongoing coordination including athletes, founders, and high-income professionals.

Teagan works closely with clients throughout every stage of their relationship with the firm, serving as a consistent point of contact and helping manage communication across the firm. Her approach is organized, responsive, and grounded in ensuring clients feel supported and confident as circumstances evolve.

Rather than focusing on transactions or one-time interactions, Teagan emphasizes relationships, structure, and follow-through as the foundation of a strong client experience. She believes the greatest value in her role is clarity and continuity, helping clients feel informed, supported, and organized over time.

Through consistent communication and attention to detail, Teagan helps ensure each client relationship remains steady, intentional, and aligned with the firm’s long-term standards of service.

Justin Fillinger serves as Chief Operating Officer and Director of Investments at Levels Wealth, where he plays a central role in guiding the firm’s internal direction and overseeing all investment and portfolio strategy. Prior to joining Levels, Justin founded and ran his own wealth management firm for five years, bringing deep operational and investment experience to the team.

Justin is responsible for ensuring Levels operates with discipline and consistency behind the scenes, from systems and processes to internal decision-making and execution. He works closely with leadership to keep the firm aligned, efficient, and moving in the right direction as it grows.

In addition, Justin oversees the servicing of client accounts overseeing paperwork, rebalancing and transitions. His approach emphasizes precision, accountability, and long-term consistency, assisting the firm's advisors to help ensure client portfolios are managed with care and intention. Justin joined Levels with the belief that strong outcomes are built on strong systems, and that sustainable growth requires both thoughtful strategy and flawless execution.