Our relationship is with You, not your money.
At New Level, we strive to build a close relationship with clients and offer them education and guidance, while ensuring their financial affairs are handled discreetly and professionally. We are more than a trusted advisor to our clients — we are coaches, listeners, problem solvers and friends.
OUR TEAM
Jim Edmiaston, Partner/Financial Advisor
jim@anewlevel.net | Phone: 479-283-6515
With a focus on client development and portfolio management, Jim is one of the founding partners at Pensionmark’s New Level Investment Strategies office. A native to the Northwest Arkansas region, he graduated from Northeastern State University with Bachelors Degree in Finance and Marketing. As a Series 6, 7, 65, and 66 registered advisor, Jim works with a wide range of clients and provides individualized investment
strategies.
Outside of work, Jim enjoys spending time with his family and coaching youth sports in Northwest Arkansas area, as well as kayaking, golfing, and camping.
Brent Harless, Partner/Financial Advisor
brent@anewlevel.net | Phone: 405-659-1963
A native to the Oklahoma City area, Brent is a founding member of New Level Investment Strategies. He specializes in portfolio construction, employer sponsored retirement plans, and individual wealth. Since 2007, Brent has been advising clients and is Series 6, 63, and 65 registered. Brent has a B.A. in Finance and is a member of the Global Leadership Council for Investment Stewards. Beyond work, Brent attends St. John the Baptist Church with his wife Abby, son Brooks, and daughter Sam. He enjoys golfing, tennis, and fishing.
Mark Ridgeway, Financial Advisor
mark@anewlevel.net | Phone: 479-790-4782
Originally from Missouri, Mark moved to Fayetteville in 1999. He started in the investment industry in 1995 as a bond trader at a large securities firm in St. Louis. He graduated from Missouri State University in 1992 with a bachelors degree in public administration and economics.
When he's not at the office, Mark enjoys spending time with his 3 kids, camping, fly fishing and photography.
Kyle LaCroix, Financial Advisor
kyle@anewlevel.net | Phone: 479-289-5287
Kyle is the newest member of New Level Investment Strategies. Originally from Louisiana, Kyle moved to the hidden gem of NWA in 2018 while previously working at Fidelity for the last 8 years. With a focus on portfolio risk management, employer sponsored retirement plans and household financial planning, he serves a range of clients across several states. He is a registered advisor and a Chartered Retirement Planning CounselorSM . Outside the office, Kyle loves spending time with his family, being active outdoors with his dogs and watching college football. We consider it the highest privilege to serve as stewards of you and your family's hard-earned wealth as we go on this journey together.