Lee joined SCS in March of 2013, bringing with him robust financial consulting experience that began in 1987. Over the past 25 years he has had an opportunity to help hundreds of clients build their assets and protect their families through the use of investment planning and risk products. Feeling that education was a key ingredient to both success and service to his clients, he became a CERTIFIED FINANCIAL PLANNER™(CFP®).
Much of Lee's practice has been spent helping businesses and professionals in some of the more technical areas of planning, such as estate planning, business succession planning and retirement planning; both qualified and non-qualified. He is excited to be a part of the SCS team and looks forward to expanding the investment side of his practice
Lee lives in Issaquah with his wife Ruth and two daughters, Ali and Ahna. He is a volunteer Ski Patrol at Mission Ridge Ski and Board Resort outside of Wenatchee Washington and enjoys scuba diving in the summer.