Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Strategies, Group Benefits, Estate Planning
Lee began his financial services career by joining MassMutual 33 years ago, and built a highly successful business in employee benefits, launching The Benefit Source, LLC in January 2000. For 20 years he’s been known as leading benefits advisor and financial professional in the tri-state area; committed to helping business owners and families implement strategies to reach their financial goals. In 2020, he partnered with Sean Abrams to found Everest Financial Strategies. The firm offers an expanded list of services including wealth management, financial planning, retirement and estate planning strategies, as well as business continuity planning and employee benefit programs.
Lee earned his Bachelor of Science degree in Accounting at Syracuse University and is an ardent supporter of the Orange. He’s been recognized by MassMutual as 20-time Leader’s Conference Qualifier and four-time Blue Chip Council Qualifier.
In his spare time, you can find Lee gardening, spending time with family, and finding creative ways to give back to the community and help people in need. He and his wife, Cathy, are the proud parents of two grown children; son, Josh and daughter, Randi. They reside in Wayne, NJ.
Syracuse University 1974-1977
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250 Pehle Ave Park 80 West, Plaza I, Suite 405
Saddle Brook, NJ 07663