Lee graduated in 1977 from UW-Eau Claire with a Bachelor of Business Administration degree after majoring in accounting.
He has been a financial advisor with Investment Management Associates of Eau Claire, Inc. since its beginning in 1989. Prior to that he served as a district manager for a major U.S. insurance company. In addition to making investment recommendations, Lee is a tax preparer. His forte’ is the personal approach that he takes with each of his clients.