One of the owners 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. He has a passion for helping families and businesses achieve their specific goals. For 20+ 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 and regular driver for Meals on Wheels and member of the Lake Health Foundation Planned Giving Professional Council.
Lee is a long time Lake County resident and currently lives in Painesville with his wife, Julia and two daughters. When not volunteering somewhere, Lee can be found grilling with the neighbors or continuing his lifelong martial arts training.
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Raymond James is not affiliated with the above organizations and/or charitable causes.