Lee enjoys helping people solve their financial planning puzzles by leveraging his experience in finance and law. Lee is both a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor© professional. Lee practiced law for more than ten years before returning to his original dream of working in the investment field. He chose to join our team as he shared our passion for investing in great companies.

The opportunity to use his knowledge and experience to help hardworking clients successfully navigate their financial future is what drew him away from practicing law in the areas of bankruptcy and financial litigation. During his decade in private practice, he successfully argued two out of three cases before the United States Court of Appeals for the Fourth Circuit.

Lee is a North Carolina native and enjoys attending college sports events with his family. He and his wife live in Raleigh with their two children.

• • Campbell University School of Law – 2010, Juris Doctor, cum laude

• • New York Institute of Technology – 2005, Master of Business Administration, with distinction

• • North Carolina State University – 2003, Bachelor of Science in Business Management

• • CERTIFIED FINANCIAL PLANNER™ professional – 2021, CFP Board and education through North Carolina State University

• • Certified Private Wealth Advisor® professional – 2021, Investments & Wealth Institute and education through Yale University School of Management

• • Associate Attorney – Law Offices of John T. Orcutt, P.C. – 2010 to 2021

• • Judicial Extern – The Honorable J. Rich Leonard, United States Bankruptcy Court, E.D.N.C. – January 2010 to April 2010

• • Judicial Extern – The Honorable Sanford L. Steelman, Jr., North Carolina Court of Appeals – May 2009 to September 2009

• • Financial Analyst – Aviat Networks, Inc. (formerly Harris Stratex Networks, Inc.) – 2006 to 2007