We are proud to share and congratulate the 28 Lion Street financial professionals recognized in the 2024 Forbes Top Financial Security Professionals list, conducted by SHOOK Research. This recognition confirms Lion Street Firms as market leaders in providing sophisticated life insurance and wealth planning solutions for high-net-worth and business-owner clients.
Again, congratulations to those accomplishing this for the first time and the many who have been recognized multiple times over the years.
We encourage you to find one of our Firms in your region for your next opportunity.
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Forbes | SHOOK Research Top 100 Financial Security Professionals – National List
- Adam Sherman, 1847 Private Client Group
- Chris Daniels, Passerelle Partners
- David Simkowitz, Simkowitz Co.
- Fernando Pou, Passerelle Partners
- Kuldeep Madan, Madan+Associates
- Marc Schechter, Schechter Wealth
- Mark Murphy, Northeast Private Client Group
- Rod Sager, HUB International Texas
- Tyler Horning, TDC Life
Forbes | SHOOK Research Top Financial Security Professionals – Best-in-State List
- Allix Dennis, Colter-Dennis
- Anne Jones, Artemis Partners
- Anthony Domino, Associated Benefit Consultants
- Aviva Sapers, Sapers & Wallack
- Brian Sak, Granite Harbor Group
- Bryan Krupin, Krupin Partners
- Christopher Walters, The William Morris Group
- Grant Monson, Alterra Advisors
- Gregg Miles, Cross Coastal Advisors
- John Dovich, MAI Capital Management
- Joshua Friedlander, ArisGarde
- Ken Fink, Tamar-Fink
- Melvin Pope III, Financial Partners of North Florida
- Michael Berry, Apricity Advisors
- Michael Hanna, Azura Wealth Advisers
- Rohe Levy, Rohe Levy Financial & Insurance Services
- Ron Rubin, RFG Wealth Management
- Steven Schwartz, TDC Life
- Vijay Khetarpal, Integrity Financial Group