INCOME & ESTATE PLANNING PARTNERS, P.A. was founded in 2008 on the principle of independence.  Our advisors build relationships with clients and provide education and financial advice.  We help people with decisions that impact their future, family & business.  Specializing in estate planning such as a will, health directive or trust, risk management, wealth accumulation & retirement income plans. Trust I&E Planning Partners to guide you through the planning process with confidentiality, and care.

I & E Planning is proud to be a Firm of Lion Street, Inc., a leading financial services company based in Austin, Texas. Lion Street comprises an elite national network of Firms and professionals who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. Lion Street Firms gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.

Our Team

At I & E Planning our team of client managers was crafted to give you the specialized service and advice your seeking for today’s needs or the long-term plan. We are built on handshakes, relationships, and referrals. Many of our clients have worked with us for many years and often decades into the future. Products can be acquired anywhere, but relationships are special and is our number one corporate pillar.  Our clients are our friends and we serve them with diligence and compassion.

Our team is empowered people who think and act in ways that will get the job done effectively, while adhering to processes that ensure proper compliance. We hold ourselves, and our partners accountable for everything we do. We earn the confidence others place in us as individuals and as a company. We look forward to serving you.

Christina Lee

Sr. Client Manager

Chris Blahut

Sr. Client Manager

Scott Tuozzolo

Sr. Client Manager

Dan Young

Client Manager

Nancy Feldman

Client Manager

Stan Terry

Client Manager

Courtney Bublitz

Client Manager

Jon Eagle

Client Manager