Brian Lee
Login to view DISC.Brian Lee is a Sales Director with 25 years of experience in financial services, specializing in retirement planning for small business owners and educators. People who have worked with him describe him as a caring, motivating, and empathetic leader. He holds a Bachelor of Science from Northern Illinois University and a Series 65 license.
Inspired by his educator parents own retirement challenges, Brian is passionate about providing financial clarity. He lives in the western suburbs of Chicago with his wife and daughter, and enjoys outdoor activities like golfing, boating, and snowmobiling, as well as spending time with family and friends.
His career path was directly inspired by helping his own parents navigate their retirement plans after their long careers in education.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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