MY FAMILY AND BACKGROUND:
After growing up in Bloomington, MN, and graduating from Dartmouth College, I spent the first 10 years of my career as a player, scout and coach for three NFL Teams. I then transitioned to a corporate leadership program with McDonald's Corporation in Chicago and Indianapolis. In these roles, I focused on building deep personal relationships while creating sensible strategies and providing coaching, discipline and caring engagement to see it through. I joined Edward Jones to continue with my passion of helping people achieve their most important goals in life.
My wife, Katy, and I live in Fishers, IN, along with our two daughters, Samaira (16) and Josslyn (15), and two dogs. We are active in the HSE School District Community, as Katy is an elementary school administrator, while Sam and JJ both attend HSE Schools.
EDUCATION AND PROFESSIONAL QUALIFICATIONS:
• B.A. from Dartmouth College
• M.S. in Personal Financial Planning from Kansas State University
• Series 7, 66, and SIE Registrations
• Life and Health Insurance Licenses
• Certificate in Financial Planning from Wake Forest University
• CFP® Certification issued by the CFP® Board of Standards, Inc.
WHY YOUR FINANCES MATTER TO US:
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 leverage an established process to understand your current situation and respective long-term life and financial goals. We then build a comprehensive strategy that encompasses every financial aspect of your life and identify appropriate instruments in order to execute the strategy. With each recommendation, our focus is to help you achieve your goals.
WHAT YOU CAN EXPECT FROM OUR TEAM:
In each client relationship, my Branch Office Administrator, Mona Gould, and I deliver proactive contact and a clear understanding of cost. At least once a year, we meet face-to-face or virtually to review our strategy and verify we are making progress. Meanwhile, I monitor the strategy and contact you if a change is needed or an opportunity arises.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Wealth Strategies
- Business Retirement Plans
My Personal Interests
- Coaching Sports
- Outdoor Enthusiast
Phone NumberLloyd Lee at (317) 336-3248
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