The Team

Financial Advisory Team

 

Tim Patterson*
Financial Advisor
Dallas, TX Branch

Kearby Herrington**
Investment Advisor
Representative

Stacy Hayes**
Financial Advisor

Ellen Gipson
Financial Advisor
Utah Branch

Christie Stewart
Director of Property
& Casualty

 

Individual and Group Insurance

 

Debbie Martin
Account Manager - Individual
Health

Risa Keckeisen
Health Insurance Assistant

Justine Chapman
Health Insurance
Assistant

Brenda Davis
Health Insurance
Assistant

 

 

Financial Services Support

Juanita Feliciano-Stevenson
Director of Client
Relations

Christina Shepard*
Registered Client
Services Assistant

Jennifer Herrington
Financial Services
Assistant

Yahaira Maldonado*
Financial Services
Assistant

*Registered Representative of Lion Street Financial, LLC.

**Investment Advisor Representative of Lion Street Financial, LLC.

 

  • Holistic Planning
  • Health Insurance
  • Retirement Planning
  • Life Insurance
  • Long Term Care Planning
  • Crisis Management
  • Tax Planning
  • Estate Planning
  • Wealth Planning
  • Business Planning
  • Benefits for Employees
  • Employee Advocacy
  • Estate Planning
  • Wealth Planning
  • Life Insurance
  • Estate Planning
  • Wealth Planning
  • Life Insurance
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Long Term Care Planning

Protect your estate from the devastating costs of long-term care by planning ahead…

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