Brandon Lee has over ten years of experience in the financial services industry. Prior to joining the firm, he worked for one of the nation’s leading retirement plan record-keepers, focusing on qualified retirement and defined benefit plans. He now focuses on helping individuals with retirement planning and long term investment strategies.
Brandon was born in Kansas City, MO growing up and graduating from high school in Lee’s Summit. From there he went on to obtain his B.S. in Business Administration from William Jewell College. He currently holds his FINRA Series 6 and 63 registrations as well as his Life and Heath licenses in multiple states.
Prior to entering the world of financial services, Brandon spent 13 years in the marketing department of a large private company in Kansas City. His thirst for knowledge combined with his client-centered focus provides a unique blend of competence and compassion that allow him to serve high net worth individuals and families.
Brandon seeks to help individuals and families navigate through the complex world of their personal finances. His belief is that financial independence and peace of mind can be reached by all with the right discipline, determination and good advice.
His hobbies include golf, softball, attending KC Royals and Sporting KC games. He is also actively involved with his local church.