Lee is a dedicated Wealth Advisor, committed to building and maintaining a strong fundamental foundation with clients through communication, transparency, education, engagement, and exceptional service. He has spent his career specializing in Wealth Management and Retirement Planning for Fortune 100 Management, Executives, and Small Business Owners in preparation for and throughout their retirement. Lee provides holistic financial guidance that includes retirement planning, investment management, tax strategies, estate planning, and risk management. He prioritizes aligning clients with personalized solutions to help them achieve their short-term and long-term financial goals through each stage of their financial life, tailoring personalized investment solutions to align with their objectives, values, and risk profile.
Prior to becoming a Founding Partner at Symphony Wealth Group, Lee began his career in the Financial Industry in 2007 gaining valuable experience as a Wealth Adviser at United Capital and a Vice President at Goldman Sachs.
Lee graduated from Baylor University where he earned his Business Degree with a concentration in Entrepreneurship and a minor in Corporate Communications. He also holds a Chartered Retirement Planning Counselor ™ (CRPC ™) designation, specializing in pre- and post-retirement planning needs. Lee is actively involved in his community, has served on the Baylor Business Network Board, and is passionate about supporting charities dedicated to fallen veterans, their families, and veteran support.
Lee and his wife, Kimberly, reside in Las Colinas with their beloved Rhodesian Ridgeback. In his spare time, he enjoys staying active, playing sports, traveling, playing guitar, and spending quality time with family and friends.