Bradford Lee headshot

Bradford Lee PPC

Owner & Advisor

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

I have been a licensed representative since 1984, and I have been affiliated with LPL since 1992.

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

My wife Jennifer and I are parents of three grown children.  In my spare time I  enjoy hiking, fishing, and writing.

Elijah Lee headshot

Elijah Lee

Financial Advisor

My primary goal as an advisor is to help others.  I place an emphases on developing relationships with each client, allowing me to understand their unique situations and work with them to develop a personalized long-term financial strategy.

I started my career in finance in Denver, CO with Fidelity Investments, eventually moving to Empower Retirement and working as an Investment Advisor.  In this role I was responsible for the growth and investment advice of various retirement plans which included Apple, Southwest Airlines, and JP Morgan.

I am an active member on the Investment Board & Foundation Board for EPI, Inc. and volunteer locally with Junior Achievement.

Outside of work I enjoy running, hiking, skiing, and spending time with my wife and dog.

Bob Moore headshot

Bob Moore

LPL Financial Advisor
Bob has been dedicated to helping Iowa families and business owners with their advanced retirement and estate planning needs since 2009. With Midwest values and global views - he provides pure independent advice, 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. He also carries his life and health insurance licenses to help assist clients with their life, disability, long term care, and medicare insurances.
 
Outside of working with his clients, he enjoys watching and attending his son's sporting events, especially, coaching tee ball. He can also be found enjoying Iowa’s great outdoors, at the park, biking, and hiking the trails with is family.

Holly Gaard

Operations Manager

I'm honored to have joined Lee Wealth Management in 2022.  I was born and raised in Cedar Falls, Iowa, and received my BA from Georgetown University.  In my time on the East Coast, I spent time working as a Business Control Analyst for Citigroup Global Markets.  I'm dedicated to providing quality client support by continuing the long-established tradition of excellence at Lee Wealth Management.  Outside of work, I enjoy spending time with family, running, and baking.