High Net Worth Life Insurance Team | C3 Financial Partners

Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. 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/or licensed.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact C3 Financial Partners at info@c3fp.com.

Links to Client Relationship Summary (Form CRS)
Lion Street Advisors
Lion Street Financial

C3 Financial Partners, LLC does not offer legal or tax advice. Tax and legal services offered are separate from the services offered through Lion Street Financial, LLC. Please consult the appropriate professional regarding your individual circumstance.

Meet Our Advisors

Todd S. Healy

Founder

Carolyn J. Smith

Senior Partner

Celeste C. Moya

SVP, Lion Street

Rowe Blount

Client Advisor

Our Team, Your Legacy

Rebecca Bates

EXECUTIVE COORDINATOR

Lisa Brown

CASE DESIGN & UNDERWRITING

Courtnee Cobb

CLIENT SERVICE COORDINATOR

Kristi Kerr Leonard

MARKETING DIRECTOR

Suszanne Mutua

CASE DESIGN & UNDERWRITING

Malinda Perryman

CLIENT SERVICE COORDINATOR