Lee works with high net-worth individuals, executives, and business owners and applies his advanced competencies in Estate Planning, Business Succession Planning, Life Insurance Premium Finance, and Executive Benefits, making extensive use of non-qualified retirement benefits plans. Until June 2022, Lee was a partner and Wealth Management Advisor with Insight Financial at Northwestern Mutual’s Park Avenue office. He began his career in financial services in 1989 after selling a business that he founded in college. In 2011, he shifted from being an individual advisor and founded Insight Financial, strategically partnering with several other advisors to build an integrated wealth management business.
Lee earned a Bachelor's degree in Organizational Management and Industrial Relations at the University of Michigan. He holds the Chartered Life Underwriter®, Chartered Financial Consultant®, and Accredited Estate Planner® designations, his Life, Accident & Health insurance license and is a Wealth Management Advisor at The Northwestern Mutual Wealth Management Company, maintaining Series 6, 63, and 7 registrations.
Lee resides in West Palm Beach. When not in the office, he is either on the slopes, on the water, on a mountain biking trail, or enjoying live music or a great meal. He finds great joy in spending time with his wife Shari and three daughters, Madelyn, Stephanie, and Olivia.
Philanthropically, Lee supports a variety of causes that are personally meaningful to him. Two of the causes close to his heart are Project ALS which identifies and funds the most promising scientific research to seek a cure for ALS, also known as Lou Gehrig’s disease, and the Global Lyme Alliance, which supports research and promotes public awareness of Lyme disease.