Meet the Team

Bill Black is "The Exit Coach". He was one of the first in the US to earn the prestigious CExP (Certified Exit Planner) designation. Bill is past Chairman of "The Private Business Group", a national group of over 100 Business...

Bennett works behind the scenes to construct plans and keep in touch with clients as he completes his securities license training. He is licensed in CA for life insurance. In his free time, Bennett loves hiking up tall mountains.

Danielle brings more than 11 years of experience in the insurance industry as an advanced underwriting specialist. She is actively involved in the client problem-solving and planning process from start to finish. With an on-going track...

Michael Fontanini serves as Director of Advanced Sales with Lion Street, where he specializes in helping Lion Street Firms develop sophisticated life insurance solutions, encompassing both planning and product design, to meet the...