www.lagreehouse.com

Lion Street, Inc. is a privately held national financial services distribution company based in Austin, Texas. With proprietary resources, unparalleled direct access to top-rated carriers, strategic alliances with key industry specialists and group buying leverage, Lion Street provides elite Advisors the powerful platform they need to serve their sophisticated clients.A fundamental difference in Lion Street's structure is that every advisor is an Owner. Together, Lion Street's Advisor-Owners are committed to building a fiercely independent, yet highly collaborative network of professionals dedicated to serving their high net-worth and corporate clients.Strategically comprised of 180+ firms who have built successful financial advisory practices across the nation, Lion Street's Advisor-Owners specialize in wealth transfer, wealth management and executive benefits. To learn more about Lion Street, visit http://www.lionstreet.com

2015 - Achieved 175% Production to Goal. Qualified for Presidents Club 2016 - Achieved 326% Production to Goal. Qualified for Presidents Club. Named "Nationwide Sales Associate of The Year”

- Skilled in designing insurance based Key Man Coverage, 162 Bonus Plans, Supplemental Executive Retirement Plans, Deferred Compensation Plans, Collateral Assignment & Split Dollar Arrangements, Private Placements, Insurance Based Retirement Plans, Stock Redemption, and Buy/Sell Agreements- Expert in 101(j) requirements and guidelines for participating in Non-Qualified Plans- Capable of illustrating Private Placement COLI plans with customized pricing, compensation, and premiums in excess of $2 Million- Ability to use Regular Issue, Simplified Issue, and Guaranteed Issue underwriting based on number of insured’s, premium, death benefit, and plan design- Conscientiously build and maintain relationships with contacts developed independently and through external channels- Work directly with two external wholesalers to achieve a combined $100 Million annual sales goal in the small, mid, and large scale business market- Current product suite includes Universal Life, Variable Universal Life, and Indexed Universal Life products- Responsibilities Include:o Illustration, design, and sale of all institutionally priced Executive Life Insurance Productso Draft, submit, and work directly with lead underwriter to submit proposals for new businesso Initial plan design, illustrations, follow up, and submission for all illustrated caseso Daily communication and collaboration with external wholesalero Travel to meet with Brokers for product presentation, relationship building, and case closing support as deemed necessaryo Training and development of new Sales Specialists hired

- Responsible for the post issue management of 140 active Non-Qualified Deferred Compensation plans- Work directly with internal operations and external sales to improve individual case efficiency, boost retention, and provide customized solutions to all affiliated channels - Responsible for the calculation of projected Mutual Fund Revenue, for ad hoc fund addition requests- Assisted in the design and implementation of confirmations, monthly reports, and annual statements for new products - Execute large trade transactions and notifications, while managing outflows and inflows with corresponding fund houses- Drastically reduced Death Claim turnaround by implementing alternative methods to receive and acknowledge proof of Death- Reduced division monthly reporting SLA from 3 days to 1 day, by implementing a fully automated in house system- Launched the first Corporate Sponsored Cash Accumulation Life Insurance Product for Nationwide