Back Office

Dan Stanley

Vice President/Operations at Lion Street

Dan Stanley brings more than 25 years of life insurance experience to Lion Street. Dan has run operations for several insurance carriers and distributors, with specific expertise in finding solutions to optimize the customer experience. Dan has held several key roles over the years: Vice President of Operations at Ash Brokerage, Vice President of Underwriting at Partners Financial, and Director of Operations at ING. In addition, Dan spent 5 years managing one of Lion Street’s most successful firms, IPS Advisors. This line of sight allows Dan to work closely with our firms in finding ways to improve our business model. Dan has the perfect combination of direct sales experience with high-net-worth clients, carrier underwriting and operations. Dan served in the Marine Corps for 6 years and enjoys golf, traveling, and spending time with family

Joe Schlesser

Senior Underwriter at Lion Street

Joe has 25 years of experience in the financial industry starting his career as an underwriter for Minnesota Life (Securian). He has held increasingly responsible underwriting positions at various firms over the years including ING and Crump, as well as other large BGAs. He served as Chief Underwriter for Elevation Underwriting Services (now ISC). Most recently, Joe was an underwriting consultant working with a variety of clients, including BGA’s and FinTech companies before joining Lion Street full time in 2020. His areas of expertise include EKG interpretation, Life Expectancies, and Financial Underwriting. Joe graduated from the University of Wisconsin-La Crosse in 1993 as a Finance major.

Amy Blanchard

Senior Underwriting Coordinator/Director of Case Management

Amy Blanchard bringsmore than 15 years of life insurance experience to Lion Street.Prior to joining Lion Street, Amy was the Senior UnderwritingManager at one of Lion Street’s most successful firms, IPS Advisors. Amyhas vast experience with Life Insurance, Disability, Annuities, LifeSettlements, Long Term Care underwriting and new business management.Amy’s areas of expertise include managing a positive client experience duringthe life insurance underwriting process, insurance carrier negotiations andstrong attention to detail. Amy has been a member of an industry widestudy group, Underwriting Partners (UP) Group, for the past 8 years. Amyholds her Texas Life and Health Insurance License. Amy resides in Allen,TX with her two daughters (Ages 8 and 10) and enjoys traveling, spending timeoutdoors and exploring new recipes to cook at home.