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

Lester began his professional career as a financial advisor over 30 years ago, immediately after graduating from Louisiana State University in 1991 with a Bachelor of Science degree in Finance. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and holds FINRA securities registrations series 7, 24, 31, and 63 with LPL Financial. As a founding partner, he also serves as the firm's Branch Manager and Registered Principal. Lester has been recognized for outstanding client service every year since joining LPL (2003-2023) by being named a member of the Patriot’s and Chairman’s Club. Lester has been selected as a premier advisor to attend Barron’s Annual Top Independent Advisor Summit (2018-2023).  Lester and his wife Kelly have been married for over 29 years and have twins age 21. They are active volunteers in the community including assisting and serving on the board for Baton Rouge Symphony League & Baton Rouge Cotillion. Additionally, they enjoy volunteering for St. Vincent DePaul, St. Joseph’s Academy, Catholic High School, and St. George Catholic Church. Lester served as past president and multi-year board member for the Rotary Club and as a long-time participant in the Chamber of Commerce.

Angie started with our firm in 2012 as a Client Service Associate, leaving behind over twenty years of experience in the Accounting field. She has adapted to a changing financial industry and currently works with a founding partner, Lester H. Lee, Jr., CFP^®, Financial Consultant. She assists Lester in all areas of marketing and customer service. It is her goal to provide extraordinary service in all aspects of her career. Angie lives in Gonzales with her husband, Travis and their daughters.