Lee has thirteen years experience in the financial services industry and is a partner of OakRing Wealth Partners. As a CERTIFIED FINANCIAL PLANNER™, Lee utilizes comprehensive financial planning to help individuals and families realize their goals, while aiming to protect against any "blind spots" they may not see coming. His ability to maintain long-term relationships is a result of constant communication and trust. Lee graduated from the Goizueta Business School at Emory University with degrees in Finance and Organization & Management. An avid tennis player, Lee captained the Emory men's tennis team to a national championship, and is also a AA1 ALTA City Champion. To learn more about his team, click here.

• Nominated as America's Select Financial Advisor - Professionals of Financial Strategy 2014

• Series 7, Series 66, Series 3

AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI