About Lee
As a consultant in the Retirement Benefits Practice, I work with Pinnacle Pension Consultants clients in meeting their fiduciary obligations and handling the day-to-day administration of their qualified retirement plans. In particular, I helps coordinate and implement investment monitoring, participant education and plan monitoring.
Education
MBA
Licenses
Series 63
Series 65
Life
Other Credentials
AIF®
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Interested in earning an IBF designation? Explore all programs
At a Glance
IBF Designations
1
Member Since
2008
Other Credentials
1
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.