Lester H Lee, CFP® | Founding Partner, Financial Consultant

Doug was born and raised in Baton Rouge and graduated from LSU with a Bachelor of Science in Mechanical Engineering. He began his professional career as an engineer with ExxonMobil, where he spent over a decade solving complex problems, managing projects, and developing a disciplined, analytical approach to decision-making.

Doug transitioned into wealth management in 2026 and joined LDFwealth, where he helps individuals and families make informed financial decisions with clarity and confidence. He holds the FINRA Series 7 and Series 66 securities registrations through LPL Financial and is committed to building long-term relationships founded on trust, personalized guidance, and a thorough understanding of each client's financial goals.

Outside of the office, Doug enjoys spending time with his wife, Kate, and their three boys, Eli, Beau, and Jake. Whether he's coaching youth sports, tackling home improvement projects, staying active through running and working out, or cheering on the LSU Tigers, Doug values every opportunity to spend quality time with family and friends.

Josh returned to the firm in 2026 after previously working here from 2017 to 2019 — in between, he spent time in commercial and residential real estate, helping clients buy and sell property and providing consulting services. That experience gave him a broader, hands-on perspective on the financial decisions families and business owners face, which he now brings to his work in portfolio construction, financial planning, and client-level investment analysis.

Outside the office, Josh enjoys spending time with his family, playing golf with his dad, and traveling with his wife.