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    Tag: Estate Planning

    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.