Lee has served clients in the financial industry since 1994, building a wealth advisory practice rooted in long-term relationships, personalized guidance, and attentive service. After growing his business in Roseville, California, and Bend, Oregon, Lee relocated to Franklin, Tennessee, in 2024.
Lee works with families and successful business owners across the country, helping them pursue their financial goals with clarity and confidence. His approach centers on responsive service, thoughtful guidance, and a team that puts client needs first.
In 2021, Cascade Wealth Management affiliated with Prospera Financial Services, providing the firm with additional resources and expertise while preserving its commitment to personalized client service.
Lee and his wife, Lisa, have been married for more than 30 years and have two grown children, Lauren and Leeson. He is supported by a dedicated client service team that includes Missy, who has worked with Lee since 2018; Lee’s daughter Lauren, who joined the practice in 2023; and Maizy, who began in 2026. Together, the team works closely to provide thoughtful guidance and support.
Outside the office, Lee enjoys exercising, golfing, skiing, paddleboarding, hunting, fishing, and spending time serving his church. Those who know him often appreciate his easygoing nature, steady presence, and genuine care for others.
