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.