Lee’s business has a focus on financial planning and building retirement income solutions, asset protection, diversified investments, estate and asset transfers, and business retirement plans, i.e., 401(k) as well as business continuity and succession for Today, Tomorrow for a lifetime.
Lee holds both the Series 7 and Series 66 registrations through FINRA and is an Investment Advisor Representative currently registered in numerous states. Lee also is a Certified Exit Planning Advisor (CEPA) and earned his Bachelor of Arts Degree in English from Worcester State University.
Lee served his country in the U.S. Army before gaining valuable experience within the financial industry. In addition to this, he also gained sales experience while working for a large credit union and several mortgage companies for 17 years before obtaining his securities and insurance licenses and joining Waddell & Reed as a Financial Advisor in 2012. Lee joined Centaurus Financial in May of 2017 and transitioned to Cetera Advisors LLC in 2023. Now, Lee continues his career with The Millenium Financial Group.
Lee was raised in Massachusetts and was active in football, baseball and wrestling. A Lifelong fan of Celtics, Red Sox, Patriots and Bruins! LOL. Always an outdoors person: Lee loves to golf and camp and fish and bicycle.
Lee resides in Wellington Colorado with his lovely wife Yasmin and their dog MAX.