Meet Our Team

Charles W. Rawl
Charles W. Rawl
President

Charlie Rawl is keenly focused on helping his clients work toward their retirement dreams through a comprehensive financial strategy. He has distinguished himself throughout his career as a troubleshooter and problem-solver, designing and implementing creative solutions to often-complex challenges.

Charlie consistently delivers personalized service while placing the ultimate value on ethics, integrity and trust.

He has three decades of experience in financial services, encompassing the commercial banking, insurance and investment industries. This diverse experience gives him a unique and invaluable perspective to help him conduct detailed analyses and create state-of-the-art wealth management and retirement income solutions for his clients.

Terri McBride
Registered Representative / Client Services Manager

Terri McBride is a Registered Representative and the Client Services Manager for Charles W. Rawl and Associates. Terri started her brokerage career over 30 years ago. Her broad industry background included positions in operations, client services, compliance and the trading department. She has served as a registered representative, compliance officer and principal of multiple firms. She combines her experience with a strong dedication to serving clients. Terri holds FINRA Series 7, 24, and 63 licenses.

Terri is a fourth-generation Houstonian and now resides in Missouri City, Texas with her husband, Steve. She supports several charities and volunteers at the M.D. Anderson Children’s Cancer Center.

Michael Fontanini
Vice President, Advanced Planning and Design

Michael Fontanini, MT, CFP®, CLU® is Vice President, Advanced Planning and Design with Lion Street, Inc. Michael specializes in developing sophisticated life insurance solutions to meet the needs of high-net-worth and business-owner clients of the 190+ Lion Street Firms nationwide and manages a team of four advanced case design consultants. Prior to Lion Street, his background consists of diverse experience with several life insurance companies in the areas of personal financial planning, life insurance product development and advanced markets.

Michael has earned a Master of Taxation (MT) Degree and Estate Planning Certificate through the Graduate Tax Program of Villanova University Charles Widger School of Law and Villanova School of Business, as well as the designations of Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). He is FINRA series 7 and 26 registered, a current member of the Wealth Transfer Committee and Estate Tax Working Group committee for the Association for Advanced Life Underwriting (AALU) and a former member of the Advanced Sales Committee for LIMRA.

Michael is from Des Moines, Iowa and currently resides in Austin, Texas.

Amy Blanchard
Senior Underwriting Coordinator/Director of Case Management

Amy Blanchard brings more than 15 years of life insurance experience to Lion Street. Prior to joining Lion Street, Amy was the Senior Underwriting Manager at one of Lion Street’s most successful firms, IPS Advisors. Amy has vast experience with Life Insurance, Disability, Annuities, Life Settlements, Long Term Care underwriting and new business management. Amy’s areas of expertise include managing a positive client experience during the life insurance underwriting process, insurance carrier negotiations and strong attention to detail. Amy has been a member of an industry wide study group, Underwriting Partners (UP) Group, for the past 8 years.

Amy holds her Texas Life and Health Insurance License and resides in Allen, Texas with her two daughters (Ages 8 and 10). She enjoys traveling, spending time outdoors and exploring new recipes to cook at home.

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