I formed an independent wealth management firm with Lee Dailey in 2014. I have 17 years of experience in the financial services industry. I hold a Series 65 as a registered investment advisor and also am a Certified Financial Planner®. Each of these registrations require me to act as a fiduciary for my clients. I am to put their interests ahead of my own. This is a core principal of my practice. I am also an NFLPA Registered Financial Advisor for current and former NFL players. I am a 4 year winner of the 5 Star Wealth Manager for the Denver area. To check out more about what we do, go to http://www.christopherleefinancial.com for complete details on our firm. Investment advisory services offered through Bay Colony Advisors, an SEC Registered Investment Advisor.

I have experience assisting individual and corporate clients with their financial objectives. Tools used include setting up corporate 401k and ESOP plans, group and individual life/health insurance, asset management and estate planning.