Lee prides himself on distilling complex principles, products, and strategies into concise, simple solutions for his clients. He is extremely well-liked and trusted, and enjoys working with couples and families.
As a former high school teacher of mathematics and physics, Lee derives great pride in educating his clients on products and strategies within the planning environment. He is especially adept and trained in coordinating insurance and investment products for families looking to protect and grow their wealth.
Lee has received comprehensive training in financial planning and products through the American College. He is licensed to transact investment business through Park Avenue Securities. He also holds a Life & Health Insurance license and can transact business in Maryland, DC, and Virginia.
Lee is heavily involved in the South Anne Arundel County Rotary Club, where he is serving as the Grants Committee Chair and is a past president of the club. He is also involved in the Business & Community Advisory Board at Southern High School where he has served as president and treasurer. Lee is involved with his church, Galesville United Methodist, where he is currently serving as the Finance Chair. Lee is a graduate of Northwestern University where he majored in Civil Engineering. He enjoys playing sports with his family and friends, as well as spending time with his wife, Becca, and three children, Will, Emma Kate, and Hank.
Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 11350 McCormick Road, Executive Plaza III, Suite 202, Hunt Valley, MD 21031, (667)318-0801. Securities offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Financial Growth Partners is the DBA name of IA PA, LLC a wholly owned subsidiary of Guardian.