Brian Lee, AFC®

Client Service Associate

Brian is a native of the metro Detroit area. After trying different career paths, Brian discovered that he wanted to help others with their personal finances, and endeavors to become a financial planning professional. He has earned the Accredited Financial Counselor® designation, and hopes to earn the Certified Financial Planner® designation within the next few years. He is a passionate fan of all the local sports teams, especially those of his alma mater, the University of Michigan Wolverines, Go Blue! He enjoys eating and trying new foods, the spicier the better. His fondness for eating obliges him to pursue his other pastime -working out at the gym.