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Lee is a senior wealth advisor at Nusenda Investment Services, with over 28 years of experience in New Mexico, and is also a CERTIFIED FINANCIAL PLANNER™ professional since 2016. He approaches his role by putting himself in the client’s shoes when considering goals, risk tolerance, and time horizon when formulating financial recommendations. Client goals often include funding a comfortable retirement, investing to assist children and grandchildren with higher education expenses, travel, and planning for special occasions. Lee has experience in financial planning, wealth transfer, and addressing long-term care funding solutions. He assists members in strategizing for retirement distributions to seek to minimize tax liability while potentially extending the life of funds.
Lee has a Bachelor of Business Administration in Finance from Texas Christian University and a Master in Business Administration in Banking and Finance from the University of North Texas. He is married and has a son studying political science at Southern Methodist University. Lee was born in Dallas and enjoys watching the Dallas Cowboys and the TCU Horned Frogs play football. Lee relocated to Albuquerque in 1993 and then joined the financial services field.
Lee is a Registered Investment Advisor Representative (IAR) with LPL Financial and has the following securities and insurance licenses and wealth management designations:
- Series 7
- Series 65
- Series 63
- New Mexico Insurance license: Accident, Health, Casualty, Life, Property, Variable Life and Variable Annuity
- CERTIFIED FINANCIAL PLANNER™
- Chartered Life Underwriter
- Chartered Financial Consultant
- Retirement Income Certified Professional conferred by the American College
- Wealth Management Certified Professional