With 25 years of experience as a financial advisor, Lee helps a broad spectrum of individuals and families balance their long-term goals with their day-to-day financial decisions.

He has experience helping those nearing retirement or already in retirement align their resources with their lifestyle objectives and helping others explore the implications of decisions such as selling a business, purchasing a vacation property or beginning a new career. Lee also has experience helping senior executives develop and implement strategies for managing concentrated stock positions. The result of the planning exercise for clients is a general level of comfort knowing that their finances are in order and that they have an ongoing, supportive sounding board to discuss and analyze current and future financial decisions. 

Lee has written articles and provided commentary for a number of publications including The Wall Street Journal, The Boston Globe, The New York Times, CNBC, Barron's, Investor's Business Daily, Journal of Financial Planning, Concord Journal, and Mystockoptions.com. He is a member of The National Association of Personal Financial Advisors (NAPFA), the CFA Institute, the Financial Planning Association and the Boston Estate Planning Council. Lee is a former member of the Journal of Financial Planning's Advisory Board and served as the Guide to Mutual Funds at About.com. He volunteers at local non-profits including the Goodnow Library Foundation and as a corporator at Emerson Hospital.

Lee received his B.A. from Hanover College in 1993 and is a graduate of the Financial Services Institute at Northeastern University and the College for Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a CFA® charterholder and a NAPFA-Registered Financial Advisor. Lee also completed the Certified College Planning Specialist coursework and examination. Prior to joining Monument Group Wealth Advisors, Lee was a Vice President and Senior Client Advisor at TFC Financial Management in Boston.

Lee and his wife, Rose, live in Sudbury and enjoy time with their two daughters and rescue dog, Cali.