Director Of Operations
CurrentThe Director of Operations is responsible for managing the firm’s day-to-day operations to ensure the organization is efficient and effective. The responsibilities of this role include operational leadership, enhancing the firm vision, project management, managing the firm financials, and human resources/benefits. This individual is essential to the organization as their leadership involves oversight and participation in every aspect of the business to ensure the overall success of the company.Since 1993, Lee Stoerzinger Wealth Management has been helping individuals and families plan for what matters most. Through the unique approach of merging personal values with financial goals, Lee and his team create customized wealth management solutions that are meaningful, comprehensive and designed for optimization. Our pride and success derive from our trusted relationships, best-in-class processes, and our unwavering commitment to helping clients realize their life and legacy goals. Lee Stoerzinger offers securities and advisory services through United Planners Financial Services. Member FINRA/SIPC. Lee Stoerzinger, Inc. and United Planners are not affiliated. United Planners does not provide tax or legal advice.
