Lee has been in the industry for more than 40 years.

Throughout his time in the financial services industry, Lee’s goal has always been to listen, be professional, and deliver services and solutions unique to each client.

Thus, his mission: Goal-Focused Investment Services.

Lee and his wife, Wanda, feel truly blessed; they have a family business, a wonderful daughter-in-law, Mim, and two awesome grandsons, Colt and Jack. For fun they love life on Canandaigua Lake.