Advisors
Thomas S. White III
President
Mr. White received his bachelor’s degree from Miami (Ohio) University in 1997, where he studied business administration, finance and speech communication. While at Miami, Tom played 4 years of NCAA Division I ice hockey, and captained the team that went to the NCAA tournament final 8 in 1997. Prior to Miami, Tom was captain of the United States National team, and was a finalist for the Dial award, which represents the top student/athlete in the country. As a National Hockey League 7th round draft pick of the Chicago Blackhawks, Tom began a short stint in minor league professional hockey, and later as a NHLPA certified sports agent to represent professional ice hockey players. Ultimately, he chose instead to focus his talents on protecting the financial futures of those individuals. Joining Northwestern Mutual in the spring of 2003, by December of that year, Tom had already qualified for the Million Dollar Round Table, a top 5% status of industry quality and standards. By 2006, Tom had achieved the elite forum status, a group of the top 300 agents at NMFN. Later, he joined New York Life in 2010, continuing his success and qualifying for Court of the table, MDRT, an award that acknowledges the top 2% in the industry. In the fall of 2013, after completing 11 successful years in the career agency system, Tom chose to become independent and is currently the President and founder of TW3 Group. In doing so, he also became an exclusive owner of Lion Street Advisors, a boutique firm based in Austin, Texas. Tom specializes in providing insurance and investment planning for successful individuals, families, and business owners. His mission is to forge strong, long-lasting relationships with his clients and secure their financial goals and objectives, while at the same time, maintaining consistent and exceptional service with a personal touch. Tom is currently a member of MDRT, NAIFA, and the Chicago Blackhawks Alumni association. He is a representative licensed to sell insurance through Lion Street, as well as being licensed with other independent, unaffiliated insurance companies in the states of AZ, CA (Ins. Lic # 0H40422), IL, NC & TX. View Tom on Linked InOur Team
Kenneth J. Scott, CPA
Kenneth J. Scott, CPA, LTD is a full-service accounting firm located in Cary, Illinois. We can provide you with assistance in all your tax, financial, and business needs. The firm is owned and operated by Ken Scott, a CPA and MBA with over twenty years of accounting and tax preparation services. Mr. Scott will personally handle your account and work to ensure your complete satisfaction with our services. Kenneth is not affiliated with Woodbury Financial
For more information please visit www.kenscottcpa.com
Kim Donaldson, Underwriter
Kim has approximately 40 years in the insurance industry and has been employed with Lion Street for over 2 years. Prior to joining Lion Street she was Senior Case Manager with Pacific Life for 17 years. Kim has a wide range of experience with Life Insurance including case managing, working with underwriters, insurance carrier negotiations and relationship building with strong attention to detail.
Bill Angelo, Estate Planning Attorney
William V. Angelo, M.A., J.D. has a broad base of experience in confronting important issues in estate planning, wills, trusts, and tax. Bill received his undergraduate degree and his Master=s Degree from Loyola University, of Chicago. Bill then received his law degree from DePaul University. He was employed by the Internal Revenue Service for 8 years, holding positions in both the technical and managerial level. Bill left the IRS for private law practice in 1984 and began to concentrate his practice in the area of estate planning and IRS matters. He is a partner in the law firm of Denkewalter & Angelo, with offices throughout the Chicagoland area. Bill lectures extensively on such matters as wills, trusts, estate planning, business planning, buy-sell agreements and many other areas with clients located throughout the country. Bill is also an instructor for the American College CLU programs as well as a consultant and lecturer for several insurance and financial service companies.