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Lion Street Private Client Group is comprised of an elite national network of planning specialists in the major U.S. wealth markets. We partner with financial advisors and professionals to provide sophisticated planning solutions, business and estate planning strategies, and specialized expertise focused on helping high-net-worth and business clients succeed.

National Senior Vice Presidents

Our national network is comprised of the industry’s most elite top-performers so you have a partner in whom you can be confident with your most important cases and clients.

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NATE BARNES

Senior Vice President

Denver, Colorado

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TOM BROOKS

Senior Vice President

Atlanta, Georgia

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MICHAEL GOMEZ

Senior Vice President

Chicago, Illinois

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DAVID HIGH

Senior Vice President

Philadelphia, Pennsylvania

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STEVE KAMPWERTH

Senior Vice President

Houston, Texas

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CELESTE MOYA

Senior Vice President

Dallas, Texas

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JIM NOLAN

Senior Vice President

Columbus, Ohio

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SIMON OWEN

Senior Vice President

Southern California

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BRUCE POPPER

Senior Vice President

Houston, Texas

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JOHN RIGGS

Senior Vice President

St. Louis, Missouri

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BRUCE ROTHBARD

Senior Vice President

New Jersey | New York

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MATTHEW WORKMAN

Senior Vice President

Phoenix, Arizona

LEADERSHIP

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STEVE TABER

President, Lion Street Private Client Group

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JOE PRESUTTI

Managing Director, Lion Street Private Client Group