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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  • 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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  • 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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  • IT/Cyber Security

    JAMES WINFIELD
    J3 Systems Group

    Credibility: James is an experienced IT systems and operations specialist who helps small businesses and nonprofits manage, protect, and simplify their technology, with expertise in cybersecurity, Microsoft 365, Google Workspace, and IT support.

    Why We Trust Him: James is knowledgeable, responsive, and incredibly easy to work with. He explains complicated technology issues clearly, finds practical solutions, and provides a level of service and expertise that we confidently recommend to others.

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  • Tax Strategy

    Coming soon!

  • HR/People Strategy

    Coming soon!

  • Facilitation

    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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