Lee is an ambitious financial professional who has a passion for helping people achieve their financial goals. Lee grew up in a family of financial experts, who taught him the ropes of the industry from a young age. He followed in their footsteps and pursued a degree in finance at the University of Missouri, while being on the board of both of their student lead finance committees. Lee then joined Wells Fargo Advisors in St. Louis, where he quickly rose through the ranks and became a trusted advisor to high-net-worth clients. Lee was on a team managing over $25 Billion in assets, collaborating with some of the top minds in banking and financial services. During his time there he earned the Chartered Retirement Planning Counselor (CRPC) designation, which demonstrates his expertise in retirement planning and income management. Lee then decided to move to MDRN Capital after discovering their unique strategy and planning solutions. Lee is planning to earn his Certified Financial Planning (CFP) designation in 2024 and is always current with financial news and trends.

Lee grew up in St. Louis Missouri where he lives now with his wife, Conor, dog, blue and cat, Theo. They enjoy traveling and going to sporting events together. Lee enjoys getting involved with the community through sports fundraisers and camps that he is involved with. He also likes going to the park with his family and playing frisbee with Blue.