An owner and Vice President of Johnnycake Financial Services, a US Marine Veteran, Rotary Paul Harris Fellow and Rotary District Grant Committee member, Lee has made a personal commitment to helping those in need and educating those around him whenever possible.
Between securities and insurances, Lee is licensed to practice in 18 states. He holds general securities representative and principal licenses for securities and he is an investment advisor representative. Additionally, he has a life and health insurance license. He graduated with honors earning a Baccalaureate in Business Sciences degree with a financial planning focus and completed the rigorous obligations of examinations and ongoing education to achieve and maintain a Registered Financial Consultant designation.
He began his career in 1998 and has since 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. With innovative thinking and a passion to help others achieve their specific goals, he seeks bold solutions for even the most unorthodox situations.