Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Lee is as a senior relationship manager advising affluent families, business owners, and corporate executives. For twenty years, he has emphasized financial planning, cash-flow strategies, liability management, and legacy planning to protect and grow capital for clients. Lee provides independent and transparent advice customized to each client’s unique needs with a focus on costs, taxes, and liquidity. He has extensive experience in portfolio management and investment strategy with both active and passive approaches utilizing managed accounts, ETFs, bonds, individual equities, derivatives, annuities, and life insurance. Lee is committed to producing successful outcomes for clients starting by listening to their goals, analyzing their current situation, then devising and implementing solutions all while periodically reviewing progress.
Before joining Janney, Lee worked at Wells Fargo Advisors for ten years. He previously spent time at Merrill Lynch, City National Bank, and LPL Financial. He holds a Bachelor of Science in Finance from California State University, Northridge and earned two practitioner designations from the College for Financial Planning as a Chartered Retirement Planning Consultant (CRPC®) and Accredited Domestic Partnership Advisor (ADPA®). He resides in Washington, DC with his wife and daughter, where he is active in the Shaw community.
