Financial Advisor / Partner
Looking after the client is number one. For more than 15 years as a financial advisor Lee has dedicated his career to understanding his client’s challenges and has paired them with financial solutions that will fit their needs today and in the future.
Lee has first-hand exposure to the pitfalls and turbulence created by lack of financial planning, whether it’s not saving enough for goals or retirement or not having the proper protection in place for the loss of a loved one. From these experiences Lee draws powerful parallels that connect solutions to his clients in a way that will ensure their financial security for a lifetime.
* This individual is registered with Portfolio Strategies Corporation.