Guiding successful business owners and medical professionals in financial strategy! Experience & relationships set us apart in protecting what matters most while maximizing value. Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not an affiliated company. Occasionally our clients are not looking for a unique solution, but simply want to ensure that they, their families, and their businesses are both protected from risks and are optimizing the opportunities available to them. By leveraging the power of life insurance strategies, we can help wealthy families, high-income professionals, and closely-held businesses protect, preserve, and assure their Legacy. The solutions we offer are Wealth Management, Estate Planning, Retirement Planning, Executive Compensation, Life Insurance Solutions & Disability Protection. Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.