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.  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 Airlines, and JP Morgan. 

Outside of work Elijah enjoys running, hiking, skiing, and spending time with his wife & 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 trails with his family.

Christi Whitesell

Operations 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.

Christi handles the operational side of the office, ranging from account maintenance to adjusting payment schedules.  Please feel free to reach out to her with any account related questions or services.

Holly Gaard

Client Service Coordinator

Holly is honored to have joined Lee Wealth Management in 2022.  She was born and raised in Cedar Falls, Iowa, and received her BA from Georgetown University.  In her time on the East Coast, Holly had the opportunity to learn about international finance working as a Business Control Analyst for Citigroup Global Markets.  She also spent time serving as a Criminal Analyst for INTERPOL Washington.  Holly is interested in using her analytical skills to support Lee Wealth Management.  She is dedicated to providing quality client assistance by continuing the long established tradition of excellence at Lee Wealth Management.  Outside of work, Holly enjoys spending time with family, running, and baking.