Get to Know Lee
Originally from Washington, Lee knew from a young age that he always wanted to end up in San Diego. He achieved that goal by attending San Diego State University (SDSU) where he studied Business Management and Spanish. In addition to managing his coursework and being an active member of the Alpha Epsilon Pi Fraternity, Lee launched his financial services career by becoming an intern at Northwestern Mutual. Upon graduating from SDSU, Lee decided to remain in San Diego and made the transition from an intern to a full-time Financial Advisor with Northwestern Mutual.
Lee and his girlfriend, Michaela, live in Crown Point right along the Kendall Frost Nature Preserve. They are parents to Rizz, a one year old, 70lb Black Lab mix.
Lee is a sports fanatic, especially all things related to the Seattle Seahawks, Mariners, Storm and Kraken. He is also a huge SDSU basketball fan - Go Aztecs! In his spare time he enjoys playing baskets, hot yoga, and is an avid chef. He is constantly looking for new recipes to try in the kitchen. Lee also loves to travel to new places and has a goal to visit all 50 states, all 30 baseball stadiums, and 50 countries in his life.
Professional
The main focus of our practice is to help medical professionals and highly compensated professionals in sales and tech with variable compensation plans. I pride myself on asking deep, meaningful questions to create strong relationships with my clients. This way we can create flexible, but impactful plans that put them on a path to exceed their financial goals, and expectations of themselves and their families.
Education
Bachelor of Science in Business Management with a Minor in Spanish from San Diego State University - San Diego
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
