Lee joined the practice in February 2024 and plays an integral role within the Washington Wealth Group team. Known for his focus, strong communication skills, and analytical perspective, he is an emerging lead voice in client relationships. Lee contributes to portfolio discussions, alternative investment strategy, and sophisticated planning initiatives, helping deliver thoughtful, high-impact solutions. In his time at the practice, he has come to value building meaningful personal relationships and enjoys helping peers navigate early-stage financial decisions with clarity and confidence. Lee holds the CERTIFIED FINANCIAL PLANNER™ certification and is Series 7 and 66 securities licensed.