Lee joined McDaniel Wealth Management, PLLC in 2009 and has more than 25 years of experience in accounting and tax working with a diverse range of clients from Fortune 500 companies, small businesses, nonprofit organizations and individuals. He brings a wealth of knowledge and experience dealing with complex business, accounting and tax issues.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) andCERTIFIED PUBLIC ACCOUNTANT (CPA), Lee holds hisSeries 7- General Securities Representative Exam and 66-Combined State Law Exam licenses, and Life and Health, Variable Life and Variable Annuity licenses. He is an Investment Advisor Representative with Avantax Advisory Services℠.
Lee is a graduate of Auburn University (1992) with a Bachelor of Science degree from the College of Business in accounting. He lives in Lexington with his wife, Jenni, and has two daughters, Hayden and Emma. Lee is a member of Calvary Baptist Church of Lexington and enjoys golf, college football, and spending time with friends and family.