Lee’s experience is in the 403(b) marketplace. He joined West Coast Financial Group in 2002. He has over 25 years of experience in investing. Lee is a member of Faith Presbyterian Church in Seminole FL. He resides in St. Petersburg with his wife Krista and their two children.
Lee has a B.A. in Business from Eckerd College. He has also been an officer in the Merchant Marines since 2000. Lee is originally from Connecticut.