Lee joined the practice in February of 2024 and provides vital support to each member of the Washington Wealth Group team. With his sharp focus and analytical skills, he provides timely support for clients, helps our advisors prepare for meetings, and organizes client documents. Lee appreciates the impact made by each team member throughout the financial planning process, and his goal is to provide exceptional service that fosters a fruitful and enjoyable client experience. Lee also holds the Series 7 and Series 66 securities licenses.