Lee has never been one to take the typical path through life, but whatever he does, he does it full tilt. Whether it was playing hockey growing up, playing in bands in high school, studying music and business in college, or building and driving race cars; whatever he’s doing, you can bet he’s giving it everything he’s got.
His love of cars led to his first career in the auto-industry, where he gained hands on knowledge in the garage followed by almost a decade of experience in managing relationships. Specializing in helping small and medium sized businesses manage their fleets, Lee developed his common sense approach to problem solving. He also learned first-hand how rewarding it is to take a personal interest in his clients. On nights and weekends he and a small team of friends chased their passion for racing. Building and maintaining their own car, Werner Motorsports LLC and their “Spec Miata” compete on the highest level of amateur sports car racing in the country - the Sports Car Club of America Majors Tour.
Now as an ACCREDITED ASSET MANAGEMENT SPECIALIST ® Lee’s method is to focus first on people, and then help them find the right strategies. With his background outside of the financial industry, and by joining forces with his mother Marsha (a veteran CERTIFIED FINANCIAL PLANNER ® for over 25 years), the family team founded Turning Point Wealth Management at Raymond James. Together Lee and Marsha span a generation gap and a gender gap to bring a different perspective than many other wealth managers in the business. Using that unique perspective as their map, they guide clients through life’s craziness toward the financial turning points they strive for.
