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.

After working as a financial analyst out of business school, Lee pursued a law degree and externed for The Honorable J. Rich Leonard, United States Bankruptcy Court, E.D.N.C. and The Honorable Sanford L. Steelman, Jr., North Carolina Court of Appeals. During his decade in private practice, he successfully briefed and argued two out of three cases before the United States Court of Appeals for the Fourth Circuit while practicing bankruptcy and financial litigation. The opportunity to use his knowledge and experience to help hardworking clients successfully navigate their financial future is what drew him away. He chose to join our team as he shared our passion for investing in well-researched, high-quality businesses.

Lee is a North Carolina native and enjoys playing golf, walking his dogs, and spending time with his family. He and his wife live in Raleigh with their two children.