The Level Upkes Collective

An extended network of elite partners, strategists, and specialists aligned around growth. Because the next level demands more than one perspective, we’ve spent decades curating a trusted network of experts we bring in at exactly the right time.

  • Close-up portrait of a smiling middle-aged man with glasses, short hair, and a beard, wearing a checkered shirt against a gray background.

    Sales Effectiveness

    ROB SCOTT
    Cha$ing Dollars

    Credibility: Rob is an accomplished sales leader with over 20 years of experience leading high-performing sales teams. 

    Why We Trust Him: Rob partnered with Keith to build a consultative sales organization that drove record-breaking growth while maintaining low turnover and strong team performance. 

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  • A smiling woman with short, wavy hair, glasses, wearing a brown turtleneck, gold chain necklace, and earrings, with a background of plants and wooden structures.

    Leadership Development/Facilitation

    TRACY HOOPER
    The Confidence Project

    Credibility: Tracy is a highly regarded speaker and facilitation expert, combining a successful career in live news reporting with deep expertise in executive communication and engagement.

    Why We Trust Her: As one of her clients, we’ve experienced firsthand her ability to transform how leaders show up – helping teams communicate clearly, confidently, and with impact.

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  • Headshot of a middle-aged man with dark hair, wearing a dark suit and a red tie, smiling against a neutral background.

    Commercial Insurance

    TONY JOHNSON
    Davidson Insurance

    Credibility: Tony is a trusted commercial insurance advisor, supporting businesses in the Pacific Northwest for over 15 years.

    Why We Trust Him: Tony brings steady, strategic guidance and is deeply invested in the community, actively serving on boards that support entrepreneurs and nonprofit organizations.

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  • A woman with long, curly brown hair smiling in front of a red-orange gradient background, wearing a mustard yellow top and beaded necklace.

    Controller and Accounting

    CAROLEE DEWARS
    Zia Advisory

    Credibility: Carolee is a seasoned accounting leader, bringing over 20 years of experience in senior controller and accounting roles. 

    Why We Trust Her: Carolee has been a trusted partner since the inception of our business, delivering consistent financial clarity, precision, and reliability.

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  • Financial Advisors

    ANDRES & HEATHER JIMENEZ
    Edward Jones

    Credibility: Andres and Heather are experienced financial advisors, specializing in comprehensive, tailored strategies for individuals, high-net-worth clients, and business owners. 

    Why We Trust Them: They take a deeply personal, relationship-driven approach – aligning investment strategy with real goals, risk tolerance, and long-term vision while collaborating seamlessly with other trusted advisors. 

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  • Tax Strategy

    Coming soon!

  • HR/People Strategy

    Coming soon!

  • IT/Cybersecurity

    Coming soon!

  • Marketing

    Coming soon!

  • AI Training

    Coming soon!

  • Banking/Capital

    Coming soon!

  • Exit Planning/Wealth Transfer

    Coming soon!

  • Accountability Platform

    METRONOME GROWTH SYSTEMS

    Credibility: MGS is a behavorial transformation platform designed to drive self-accountability and consistent execution. 

    Why We Trust It: It’s a core part of our process and we require all of our clients to use it. It creates the structure and visibility needed to turn strategy into sustained results. 

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  • CRM and Marketing Platform

    DALE ZORACK
    Levitate

    Credibility: Dale represents Levitate, a relationship-focused CRM designed to help businesses stay meaningfully connected to their clients. 

    Why We Trust It: Levitate goes beyond traditional CRM systems – creating structured, personalized outreach that keeps relationships warm, relevant, and consistently nurtured.

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