With the knowledge that comes with more than nine years of experience in the financial services industry, Lee helps investors navigate the myriad of available investment options with a high level of service and a personal commitment.

From financial planning to comprehensive portfolio management, Lee’s recommendations are made solely in the interest of providing the highest value and benefit to you. Lee works hard to help you pursue your financial goals and reduce your risk.

At Raymond James, Lee has access to the financial expertise and services of one of the largest independent full‐service financial services firms not headquartered on Wall Street. If you have a question or concern, Lee answers promptly, completely and truthfully. Also Lee provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.

Lee joined Raymond James in 2022 after nine years with Edward Jones. He is a graduate of Creighton University and received degrees in Finance and International Business. Lee is an active volunteer in his church and enjoys playing pickleball in a local club. Lee lives in Scottsdale AZ, and is happily married to his wife Jennifer and has 4 children, Kirah 13, Maliah 11, Briella 7, and Mateo 4. When not in the office, he enjoys hiking, fishing, golfing, traveling and spending time with family nd friends.