Lee joined McDaniel Wealth Management, PLLC in 2009 and has been an Investment Adviser Representative for more than 14 years. He also has more than 30 years of experience in income tax planning and preparation working with small businesses and individuals. He brings a wealth of knowledge and experience to our comprehensive financial planning model.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and CERTIFIED PUBLIC ACCOUNTANT (CPA), Lee holds his Series 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 Adviser Representative with Cetera Investment Advisers LLC.
Lee is a graduate of Auburn University (1992) with a Bachelor of Science degree from the College of Business in Accounting, and a former Tax Manager at Ernst & Young LLC in Atlanta, GA. He lives in Lexington with his wife, Jenni, and has two daughters, Hayden and Emma. Lee is a Deacon at Calvary Baptist Church of Lexington and enjoys college sports, traveling, grilling, and spending time with friends and family.