Bradford Lee

Owner & Advisor

Brad established Lee Wealth Management to provide independent, objective investment services to individuals and small businesses.

Brad has been a licensed representative since 1984. He has been affiliated with LPL since 1992.

Brad is a native of Lincoln, Kansas and a graduate of Kansas State University with a degree in Business Management and a minor in Economics.

Brad and his wife Jennifer are parents of three grown children.  In his spare time he enjoys hiking, fishing and writing.

Elijah Lee

Financial Advisor

As a financial advisor Elijah's goal has always been to get to know his clients on a personal level.  He believes that providing the best advice is far more than looking at retirement age, numbers on a balance sheet and using a standardized process.  Every client has their own unique circumstances and needs, so he takes a comprehensive approach to make sure that he addresses those individual needs.  He takes an active approach to advising and actively monitors the financial well-being of each client so he can update them on market changes as well as the overall economy.

Prior to LPL Elijah worked as an Investment Advisor for GWRS in Denver, CO.  In this role he was responsible for the growth and investment advice for various retirement plans which included Apple, Southwest, Bloomberg and JP Morgan. 

Outside of work Elijah enjoys skiing, mountaineering, running, and spending time with his wife, Tiffany and their dog, Apollo.

Bob Moore

LPL Financial Advisor
Bob has been helping Iowa families and business owners with their advanced retirement and estate planning needs since 2009. He believes in pure independent advice, with a ‘Client First’ mentality, using the ‘IOWA process’
 
Integrated > Ongoing > Wealth > Analysis
 
The beauty of our process is that we will never lose sight of pursuing financial independence. While providing ongoing insights and strategies, he will work alongside you, while you enjoy life’s journey.
 
He received his bachelor’s degree from the University of Iowa and has completed several courses at The American College while working towards his designation as a Certified Financial Planner.
 
Outside of working with his clients – He enjoys watching and attending sporting events, especially, the Hawkeyes! He can often be found enjoying Iowa’s great outdoors – golfing, fishing, biking, snowboarding, or hiking the tails with his family.

Christi Whitesell

Office Manager

Christi has been with Lee Wealth Management since February 2013. She received her bachelor's degree from Upper Iowa University in 2010, majoring in Financial Management. She has several years of management experience working in a variety of business ranging from food service to nursing homes.

During her free time, Christian can be found playing with her daughter, Fayth, or renovating their home. During the warmer months, she enjoys camping, kayaking, and hiking outdoors while during the winter months she enjoys refurbishing furniture and selling items on eBay or other online retail sites.

Alissa Walton

Receptionist/Administrative Assistant

Alissa joined Lee Wealth Management in September of 2018 and is the newest member of the team. She has experience in special education and business management. Alissa has an educational background in concentrated illustration.

Alissa currently lives in rural Shell Rock with her husband, Jerry, and son, Dante. She likes to spend her free time working as a freelance illustrator, reading fiction, baking, and attending local festivals and performances.