Stefan Liiste
Stefan focuses on retirement planning, investment strategy, income planning, and helping clients make disciplined decisions through changing market environments.
Meet the co-founders
Founder-led advice, personal by design.
Stefan and Katie built Lions Gate around private, long-term advisory relationships where clients can bring complex decisions into one coordinated conversation.
More than 65 years of combined experience serving families, business owners, and investors through changing markets.
Advisor introductions
Who you will meet.
Clients work directly with two advisors who bring retirement planning, estate planning, investment perspective, and relationship continuity into the same conversation.
Kathleen Liiste
Kathleen focuses on estate planning coordination, client relationships, and helping families organize the legal, financial, and personal pieces of major decisions.
Shared philosophy
Personal, coordinated, long-term.
Personal, not transactional
The first priority is understanding the person, family, and decision behind the numbers.
Coordinated, not fragmented
Investments, retirement income, taxes, estate planning, and family priorities are reviewed together.
Long-term, not reactive
The relationship is built around steady guidance through market cycles and major life transitions.
Meet with Lions Gate
Ready to talk through your situation?
Schedule an initial meeting to discuss your goals, current plan, and whether Lions Gate is the right advisory fit.
Schedule an Initial Meeting