MY FAMILY AND BACKGROUND:
After growing up in Bloomington, MN and attending Dartmouth College, I spent the first 10 years of my career as a player, scout and coach for three NFL football franchises. I then transitioned to the business world in a corporate leadership program with McDonald's Corp. in Chicago and Indianapolis. In these roles, I specialized in building deep personal relationships while creating sensible strategies and providing crucial coaching, discipline and caring engagement to see it through. I joined Edward Jones to continue helping people reach their most important goals in life.
Along with a B.A. from Dartmouth College, I hold my Series 7 and 66 registrations, Life and Health Insurance Licenses, and the CFP® Professional designation issued by the CFP® Board of Standards, Inc.
My wife, Katy, and I live in Fishers, IN along with our daughters, Samaira (15) and Josslyn (13). We are active in the HSE Schools Community as Katy is an elementary school administrator, while Sam and JJ both attend HSE Schools.
WHY FINANCES MATTER:
No matter what age, life stage and situation, or income, finances matter. It matters because you strive to reach certain goals for yourself and loved ones in which financial means play a key role. Whether it's planning for education, retirement, unexpected events or passing on wealth, a personalized strategy is necessary.
WHAT WE DO:
To help set you up for success, we use an established process to understand your current situation and respective long-term life and financial goals. We then build a comprehensive strategy which encompasses many aspects of your life and identify appropriate instruments to execute the strategy.
WHAT YOU CAN EXPECT FROM OUR TEAM:
In each client relationship, we deliver proactive contact and clear sense of cost. At least once a year, we meet face to face to review our strategy and verify we are making progress. Meanwhile, I monitor the strategy and contact you if a change is needed.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Wealth Strategies
- College Savings
My Personal Interests
- Coaching Sports
- Outdoor Enthusiast
Office Address8049 N County Rd 600 W
Mccordsville, IN 46055
Phone NumberLloyd Lee at (317) 336-3248
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