WEALTH ADVISORY GROUP PLANNING SPECIALISTS

Bruce Popper, CFP® | ChFC®

Bruce Popper, CFP® | ChFC®

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations: | | | |

Phone: 713.412.6982

Bruce Popper provides sophisticated, client-tailored, tax efficient estate, asset protection, business succession, and charitable planning strategies to high net worth clientele of many highly regarded financial institutions in the United States. His responsibilities include face-to-face meetings with clients and their advisors to assess planning needs and objectives, analyze supplied data and develop strategies for plan implementation through client-selected practitioners.

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Bruce Rothbard, CLU® | ChFC®

Bruce Rothbard, CLU® | ChFC®

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations: |

Phone: 973.216.3713
Fax:214.210.5998

Bruce Rothbard provides sophisticated, client-tailored, tax efficient estate, asset protection, business succession and charitable planning strategies to the high net worth clientele of many highly regarded financial institutions in the United States. His responsibilities include face-to-face meetings with clients and their financial advisors to assess planning needs and objectives, analyze supplied data and develop strategies for plan implementation through client-selected practitioners.

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John Riggs

John Riggs

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations:

Phone: 314.779.6129

John C. Riggs serves as Senior Vice President for Lion Street in St. Louis, Missouri. John works in all areas of insurance planning including estate planning and business planning.

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Matthew T. Workman, CLU®

Matthew T. Workman, CLU®

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations:

Phone: 602.615.6995

Matt Workman, CLU® serves as Senior Vice President for Lion Street in Phoenix, Arizona. He delivers customized insurance solutions in the areas of life insurance, annuities, disability, and Long Term Care insurance to assist independent financial advisors and institutional advisors in growing their business of high net worth clientele.

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Simon J. Owen, CFP®, CLU®, ChFC®

Simon J. Owen, CFP®, CLU®, ChFC®

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations:

Phone: 818.384.3741

Simon J. Owen, CFP®, CLU®, ChFC®, serves as Senior Vice President for Lion Street in Southern California. Simon draws upon his accounting and wealth planning knowledge to design and implement sophisticated insurance strategies to meet the tailored needs of high-net-worth families, executives and business owners.

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Steven Kampwerth, CFP®

Steven Kampwerth, CFP®

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations:

Phone: 281.236.2758

Steve Kampwerth, CFP®, serves as a Vice President for Lion Street in Houston, Texas.
He thrives at taking complex insurance-based solutions and breaking them down into simple terms so that the implementation process is seamless.

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Steven Spector

Steven Spector

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations:

Phone: 917.327.9804 (mobile) | 212.957.4444 (office)
Fax:212.957.4383

Steven Spector is a specialist in the design and implementation of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. For most of these clients, this involves working with their advisors to establish, fund and leverage multi-generational wealth strategies, frequently in tandem with philanthropic techniques.

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