Warner Lewis III
Warner started his estate planning career in 1994 after settling his father’s and grandfather’s estates simultaneously – a process that took more than 2 ½ years to complete. Today, Warner helps individuals, families, business owners, professionals and real estate investors avoid common problems associated with protecting and transferring wealth while minimizing taxes. Life Planning, Inc. has helped thousands of clients in 34 States achieve peace-of-mind around their business, estate and asset protection planning goals.
Warner was born in Chicago, lived in Tulsa, OK and Providence, RI before moving to Geneva, Switzerland at age 8. He studied at The International School of Geneva, learning French, German and Italian. Warner worked for a decade in Radio, TV and Film, culminating in a movie-making stint with Clint Eastwood. Today, Warner races cars for fun, enjoys snow skiing, travel and playing drums with a variety of local bands.
Warner has served as a board member and Treasurer of the Arizona Kidney Foundation, as President of the Arizona Amateur Hockey Association and as Faculty and Governing Board Member of the National Institute for Estate Planning, currently known as the National Institute of Certified Estate Planners (NICEP).
Lindsay is an Arizona Certified Legal Document Preparer and serves as our Production Manager. Originally from New York, Lindsay earned her bachelor’s degree in Sociology and Family Human Development from Arizona State University. She cares deeply about helping others achieve peace of mind around their Estate and Business Planning needs and works closely with Warner and our Clients to help ensure all the “I’s” are dotted and “T’s’ are crossed.
Brittany serves as Office Manager and Social Media Coordinator for Life Planning, Inc. She is currently finishing up a degree in Communications from Grand Canyon University. Brittany is passionate about uplifting and supporting other millennial parents in making important Life Planning decisions for themselves and their children’s future.
Jacqueline M. Hein
Jacqueline Hein is the COO of Xcellerate Biomedical Technologies, Fractional VP of Operations at BrainSavers, Inc., and advisor to other companies in support of their growth and retransformation strategies, including Life Planning, Inc. where she is a shareholder.
Formerly she held COO positions for companies in government contracting (VA) and healthcare staffing. She contributed by bringing strategy, structure, and compliance, successfully leading and contributing to one company’s successful M&A by Optum/UnitedHealthcare for an undisclosed amount.
She worked for over 20 years in the insurance industry with Fortune 500 Companies including Allstate, Travelers, and Chubb where she learned to think as if she was building a billion-dollar company. Her experience in insurance, risk management, regulatory, and compliance makes her an excellent strategic, tactical and operational advisor to all types of businesses.
Jacqueline’s LinkedIn profile https://www.linkedin.com/in/jacquelinehein/
Founder and Chief Systems Architect
Dave Grimm is Founder and Chief Systems Architect for End 2 End Results and manages marketing strategy and lead generation for Life Planning, Inc. The sales funnel and LinkedIn campaigns Dave designs and manages for LPI function as a stand-alone profit center.
Partner/Chief Inspiration Officer
Karin joined Life Planning Group as a partner in 2012. She serves our Team and Clients as Chief Inspiration Officer, ensuring excellent customer care and client satisfaction. Karin also heads up our Probate Management division, marshalling each Probate Case through its many complex phases to completion. Karin also serves as Senior Minister for New Vision Center in Phoenix, Arizona.