Lee is a managing partner of Millenia Investments and has been a licensed investment advisor representative since 1980. Lee is a Certified Financial PlannerTM Practitioner (CFPR) and has a Master Degree in Financial Services. Lee, together with his partner Stephen Serati, has helped to grow Millenia Investments from a small, regional investment firm into a financial services enterprise that provides investment, insurance and retirement services to more than 5,000 individual clients located throughout the United States. Over his more than three decades of experience, Lee has received numerous awards and recognitions from several of the industry’s largest financial institutions and organizations.
Lee lives with his wife, Linda, and their three children in Chesterfield, Missouri.