President
CurrentINCOME & ESTATE PLANNING PARTNERS, P.A. will meet you where you are and help you with a path forward. Better questions = better answers. Is it time to take your next step? Securities offered through Lion Street Financial, LLC (LSF). member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC (LSA), an investment adviser registered with the SEC. LSA and LSF do not provide tax or legal advice. Income & Estate Planning Partners, P.A. and the above firms are not affiliated. 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/of licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.