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
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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