With over three decades in financial services, Lee Fortenberry is a seasoned executive specializing in leadership coaching and financial strategy. A graduate of Erskine College with an M. S. in Financial Services, he holds multiple professional designations, including Certified Financial Planner (CFP) and Chartered Advisor in Philanthropy (CAP).
Lee is a U. S. Army veteran, having served as a Captain on active duty for four years and in the Maryland Army National Guard for seven more. He and his wife reside in Gettysburg, PA, and have four adult children. His work in philanthropy reflects a deep commitment to community and service.
He received the Huebner Personal Mentorship Award for his dedication to mentoring other financial services candidates.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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