Series 7, 63, 65
YEARS OF EXPERIENCE
Lee graduated in 2004 from Central Michigan University with a degree in Personal Financial Planning. Prior to joining Regal, he ran his own practice focused on high net worth clients and also spent time as a wholesaler with First Trust Portfolios.
Lee and his wife, Sarah, have two young sons and in his spare time he enjoys hunting, fishing, and being outdoors.
High Net Worth Cases
Providing Personalized Financial Guidance in Petoskey
Located in downtown Petoskey, our financial professionals are ready to turn your financial goals into practical guidance. We take a client-first approach to our financial services, including retirement, estate planning and investment allocation strategies.
314 Howard St, Unit #2 | Petoskey, MI 49770