An owner of Johnnycake Financial and a Registered Financial Consultant, Lee focuses on formulating financial plans specifically designed for the client’s needs that have a high probability to withstand relevant market fluctuations. For 23 years in the financial services industry, he has assisted hundreds of families and business owners prepare for their income needs in retirement and plan for the most appropriate way to pass wealth to heirs based on the family desires and dynamics.
He earned a bachelor’s degree in Business Sciences with a Financial Planning focus (with honors), is a US Marine Corps Veteran, Mentor Rotary Past President and multiple Paul Harris Fellow, as well as a, Lakeland Community College Alumni Hall of Fame Inductee.
Lee is a long time Lake County resident and currently lives in Painesville with his wife, Julia, and children. When not volunteering somewhere, Lee can be found grilling with the neighbors or continuing his lifelong martial arts training.
Raymond James is not affiliated with the above organizations and/or charitable causes.