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.
My career objective is to build wealth and expand financial literacy in my community and the clients I work with. 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 as a representative with Fidelity Investments, eventually moving to Empower Retirement and working as an Investment Advisor for large corporate retirement plans. In this role, I was responsible for the growth and investment advice of various company plans which included Apple, Southwest Airlines, and JP Morgan.
At Lee Wealth Management I specialize in capital preservation and growth strategies for individuals, families, and business owners. When I am constructing a portfolio, I target companies that have a proven track record of success and a competitive advantage over the competition within their industry. I believe that quality combined with consistency, diversification and patience is a formula for success.
Within my community I am an active member on the Investment Board & the Foundation Board for Exceptional Persons, Inc. I also volunteer locally teaching financial literacy through Junior Achievement. Outside of work I enjoy running, hiking, skiing, and spending time with my wife and dog.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio; it is a method used to help manage portfolio volatility.
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.
I am proud to be assisting clients in pursuing their goals since July of 2023. I have eight years of experience in customer service, working in education, non-profit, and the healthcare industry. Helping people is my passion, and my goal is to make our clients feel comfortable and welcome while working with us. Outside of work I enjoy being outdoors, reading, and spending time with my family and pets.