Jason Lee

As company CFO, Jason oversees the financial activities for the entire company. He brings a wealth of knowledge and experience, with over 20 years in growing assets for his clients as a senior wealth planner and advisor. Before getting into finance, Jason practiced law, with a focus in corporate, tax, and estate planning. Jason is also a Certified Public Accountant. Outside of work, Jason is an avid golfer, cyclist, and snow skier. He and his wife can be found cheering on their two sons on the baseball diamond during the season.

Chief Financial Officer