I am a financial advisor with over 15 years of experience. I lead my clients to establish goals we can work toward together. I create strategies focused on your specific needs and desires.

My Branch Office Administrator, Susan Cockrill and I have partnered together since 2003. I think our many years serving clients together is an advantage and makes your experience here unique.

Finance and investments have been a passion of mine for many years. At an early age I enjoyed watching the farm and commodities report in the mornings, and at the end of the day, the economic and trading results. It has always made sense to me. Once I was old enough to really study economics and business, I knew what I wanted to do.

I enjoy working with people and helping them. My work is interesting. I get to meet people who are as passionate about their businesses, talents and skills as I am about mine. When I'm not working, my focus is my family. I also enjoy being outdoors and exercising.

Give us a call, we look forward to the opportunity to meet and discuss what you're trying to achieve. -Lee

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More