Our Leadership Team

Lion Street is managed by a team of respected industry veterans. Each member of our leadership team brings unique experience and key credentials that drive growth and success for Lion Street and each of our Firms. This translates into consistently exceptional client experiences.

Executive Leadership

Firm Development and Selection

Life Insurance and Corporate & Business Solutions

Wealth Management

John Burmeister

President & CEO, Lion Street Financial, LLC

Board of Directors

Lion Street’s Board of Directors is served by working advisors and key leaders from Lion Street’s Firms. This rotating advisory board serves as a direct line from daily client experiences to the leadership of Lion Street. This powerful influence helps to guide important decisions regarding resources and investment.

Bob Carter

Founder and CEO

Lion Street, Inc.

Brian Murphy

Executive Director

Lion Street, Inc.

Matt Davis


Oakmont Group

Ken DeAngelis

General Partner

Austin Ventures

Cleves Delp


TDC Companies

Bill Payne


PRW Wealth Management

Ron Rubin


RFG Wealth Management

Rod Sager


IPS Advisors