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FIRM BUILDING: GROWING EXISTING FIRMS
Firm Building:
Growing Existing Firms
Lion Street believes that strong Owner Firms are a primary contributor to the overall strength and growth of the
company. Toward that objective, each Firm has a dedicated Firm Builder who serves as a business consultant to help
Owners serve more clients more effectively and efficiently.
Each Firm Builder has a keen interest in their Firms’ overall health, acting as a liaison to the multitude of resources and
expertise offered through the company and its Owner platforms.
Firm Builders have extensive experience in the life insurance industry and utilize that knowledge in guiding Firms
through their growth stages.
BRIAN BONIFANT
CHRIS DUNHAM
CARY FRY
DAVID HERRIG
ROYCE IMHOFF
DAN MURPHY
2017 ANNUAL REPORT