LPL Registered Principal; President of Cornerstone Financial Services LLC
Lee manages the Cornerstone office and works with Cornerstone’s clients to define their investment goals and objectives; develop, implement and manage strategies to work towards those goals and objectives.
Lee established Cornerstone Financial when he joined LPL Financial in 2006. Prior to Cornerstone, Lee worked for Edward Jones Investments where he established and managed a local branch office. Prior to Edward Jones, Lee worked 4 years with the Northwestern Mutual Life. Before pursuing his financial services career, Lee worked for 17 years in various corporate management and engineering capacities with Delmarva Power and Texaco (Getty). Lee graduated from Lehigh University where he earned his BS degree in Mechanical Engineering and subsequently earned his MBA from Widener University.
Lee and his wife Beth are proud parents of two children. Sarah is a graduate of the University of Maryland, has earned a Doctorate of Physical Therapy from the University of Delaware and is pursuing a PhD in pain neuroscience at the University of Maryland. Dan graduated from Indiana University of Pennsylvania having earned a BS in Biology with a minor in Chemistry. Lee presently serves on the Board of Mid-County (Senior) Center and served as the Center’s Board President for 11 years. Lee previously served as a board member and coach with Kirkwood Soccer Club.