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Lee E. Kerr

  • Graduated from Villanova University with a B.S. in Accountancy (Magna Cum Laude).
  • Served as an Infantry Officer in USMC, attaining the rank of Major.
  • Began in the financial service industry in 1987 as a “registered representative”.
  • Passed exams and obtained licensure through Financial Industry Regulatory Authority (FINRA) for Series 7 - General Securities Representative Exam, Series 63 - Uniform Securities Agent State Law Exam – PA and Series 65 – Uniform Investment Advisor Law Exam.
  • Served on numerous non-profit boards including:
    • Lancaster Downtown Business Association as Board Member and Treasurer;
    • Demuth Foundation of Lancaster as Board Member and Treasurer;
    • Dayspring Christian Academy of Lancaster as Board Member;
    • Lancaster Arbor Place as Board Member; and
    • Lancaster Bible College as a Corporate Member and a Member of their Development Committee.
  • Majority shareholder and Managing Member of Crosswalk Wealth Management Group, LLC, a firm providing business consulting and income tax preparation services.
  • Lee is the father of five children and resides in Lancaster, PA.