[Tab Content] – Independent Firms – Firm Behind the Firm

Lion Street has the resources, expertise and community to help our Firms serve their clients more effectively. We call this the Firm behind the Firm.

FIRM BUILDING

Lion Street Firms benefit from personalized planning and consulting to create a true business plan and action items to achieve it. They provide support, share ideas, and create actionable roadmaps to new opportunities. This is mutually beneficial to our Firms and their clients as it allows both to reach their goals at a level than may have been previously unattainable.

Firm Selection and Development

Brian Bonifant

SVP, Firm Development

Justin Gladieux

SVP, Firm Development

David Herrig

SVP, Firm Development

Royce Imhoff

Managing Director
Director, Firm Selection

Nellie Kerr

Director, Firm Selection
Director, Firm Development

Natalie Ross

Director, Firm Development

Walker Person

VP, Firm Development
SVP

Jon Denote

SVP
SVP, Firm Development

Teague Wright

SVP, Firm Development