With more than 12 years of experience in financial planning and investment management, Lee has accumulated knowledge and perspective to help his clients with their financial goals. Lee understands the dynamics of wealth, how to balance the complex forces at work, and how to adapt intelligently as conditions change.
Lee endeavors to create long-term, meaningful relationships with a select group of clients. His investment process considers client investing experience, expectations for returns, tolerance for risk, and the overall performance of the portfolio.
As life and the needs of an investor evolve, so will the vision for the future. Lee understands that he must offer sound advice and customized financial solutions designed specifically for each individual client. He designs customized investment portfolios based on recommendations made solely with the best interest of the client in mind. He then takes the time to explain his recommendations and monitors its performance for opportunities to adapt to life changes and new goals.
Lee began his career in financial services in 2006 and previously spent 12 years with Edward Jones. Today he provides financial and estate planning using equities, fixed income securities, managed money, 529 education savings plans and more.
A native of Paris, Texas, Lee resides in Greeneville, Tennessee. He is a member of East Tennessee Foundation and the nonprofit Christian Self-Help. He is also a supporter of the programs within the Capitol Theatre and Rural Resources.