Meet your financial specialists.
Lee serves as the information technology manager for SWP. He devotes his time to system operations, troubleshooting, client service, and special projects. Lee has experience in performance measurement, trust services, and information technology services – all of which he is involved with in his current role.
Lee has been in the financial services industry for over 20 years. Before joining the firm, he spent time at other RIA firms in the Milwaukee area. He began his career in the trust department of a large Milwaukee banking institution, where he gained valuable knowledge in multiple aspects of finance that he continues to use today.
Out of the office, Lee loves to travel and spend time with family and friends. He is an avid pool player and participates in leagues and pool tournaments when time permits. He and his wife have a young daughter who helps to keep them young.
BBA in Marketing, University of Wisconsin-Milwaukee
Master of Information Systems Management, Keller Graduate School of Management