Join The Advisor Team
More

Tag: Estate Planning

Melissa Lewis: Bridging Gaps, Empowering Voices and Leading with Compassion

I’m excited to share my professional biography, which reflects my journey as an attorney, mediator, educator, and advocate for equity, communication access, and wellness. It highlights my work across law, healthcare, and education—and my commitment to building bridges between communities.

Chip Armbruster: Real Estate & Estate Planning Legal Expert

Chip Armbruster is a seasoned legal professional specializing in real estate law, estate planning, and trust administration. As the Managing Member of Tomasetti Law, LLC, he brings nearly 15 years of expertise in guiding clients through complex legal transactions with a strategic and client-focused approach. His background includes a decade of legal practice, experience in higher education as an adjunct professor, and early career roles in academic advising and compliance. With a Juris Doctor from Widener University School of Law and a foundation in kinesiology and exercise science from Indiana University Bloomington, Chip combines legal acumen with a broad perspective on business and compliance matters. His leadership, knowledge, and commitment to client success continue to drive the excellence of his practice.

Tom White: Leading Financial Strategist Committed to Securing Futures and Building Legacies

Tom White is a seasoned financial services professional with over 20 years of experience helping individuals, families, and business owners achieve their financial goals. As the owner of TW3 Group and a partner at Lion Street Advisors, Tom specializes in providing customized insurance and investment solutions that offer clients financial security and peace of mind. With a reputation for integrity and a commitment to building long-lasting relationships, Tom leverages his deep knowledge in wealth management, retirement planning, and estate planning to guide clients toward a secure financial future. His clear communication style and strategic approach ensure that clients fully understand their financial options and can make informed decisions at every stage of life.

Randy C. Renfro: CPA, Forensic Expert, Legal Advisor, and Valuation Specialist

Randy C. Renfro is a distinguished attorney and Certified Public Accountant (CPA) with a multi-disciplinary specialization in legal, tax, accounting, and consulting services. With over two decades of experience, Randy has built a reputation for his expertise in estate planning, bankruptcy matters, and complex business transactions. As a seasoned professional, he has successfully guided clients through intricate financial and legal challenges, including mergers and acquisitions, debt relief, and tax compliance with the IRS. Randy's background as a retired officer in the United States Air Force Judge Advocate General Corps further underscores his commitment to excellence and service. His strategic insight and deep knowledge of financial forensics and business valuation make him a trusted advisor in both legal and financial arenas.