Our Qualifications

Robert A Lee has been working in the insurance and financial services industry for 20 years.  He is a Certified Financial Planner,  a Registered Financial Consultant and an Investment Advisor Representative.

Robert is a graduate of East Carolina University with a Bachelor of Science in Business Administration and a Masters Degee in Education Administration.

Working with the assistance of licensed and experienced associate  J. D. Lee, individuals receive personal service and attention regarding health insurance, life insurance, and retirement plan needs.  JD holds a Bachelor of Science in Environmental Science from North Carolina State University.

Rob and J. D. have been working with individuals and businesses in the area for many years and have extensive personal and professional experience.

We hold various professional designations, and as qualified representatives we are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. 

We believe one of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we believe we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our experience to help you pursue your financial goals.