Senior Vice President
“I firmly believe that when my clients are happy, I too will be happy. This has been absolutely true over my entire career.”
Lee has 32 years of experience in the financial services industry, specializing in bonds, real estate investment trusts and annuities. Lee has held the positions of OTC stock trader, commodity futures trader and advisor in the past. What Lee loves most about what he does is customizing investments to his clients’ needs and goals, while helping to provide the best returns with an appropriate amount of risk. By constantly researching the universe of investment possibilities, Lee seeks to uncover new opportunities which can be utilized to help achieve his clients’ goals toward protecting assets and providing consistent income. He enjoys helping people to enjoy their lives.