Our mission

There is only one way to provide the quality or service and knowledge of the financial industry to increase and preserve wealth – listen to the needs of your clients and provide the appropriate strategies to help meet their needs.

At our firm, we are skilled with experience, commitment, and the courage to do what is right. We pride ourselves on the values of integrity, honesty, patience and always to put our relationship first when serving you and your legacy.

Trust &
Estate Planning


Retirement / 401(k),
403(b) & 457 plans




When I first started in this business, it was like going into my Grandma’s kitchen, sitting at the table sharing a sandwich she made for Grandpa and I, and having a conversation with them about securing their future. I feel the same way now with every client young or older. We’re on this journey together. Learn more…



My commitment to our clients comes from what I have learned as a husband and good friend. I love educating our clients, and creating a plan for them to meet their financial goals. There is nothing more fulfilling than having played a role in the success of someone achieving their goals and dreams. Learn more…

Ryan Alvarez


When working with clients I keep in mind what Mark Twain said, “Always do the right thing, it will gratify some and astonish the rest. Learn more…



Building Lifestyles & Legacy... it all starts with a Strategy.

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Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC.
​Investment Advisory Services offered through Lion Street Advisors, LLC LSA), an investment adviser registered with the SEC. Refined Strategies and the above firms are not affiliated. LSF and LSA do not provide tax or legal advice. 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 services referenced on this site are available in every state and through every advisor listed.

Lion Street ADV2,   Lion Street CRS