Lee has over 25 years of combined experience in the investment and estate planning industry. He handles many of the firm's comprehensive investment advisory and financial planning engagements. He is an Investment Advisor Representative of Capital Wealth Management, and a Registered Representative for Triad Advisors.
Lee advises clients of the firm in areas critical to asset management, 401(k) retirement plan consulting, estate planning, and fiduciary consulting. He has expertise utilizing traditional asset allocation, complemented with alternative asset classes, and customized investment monitoring.