About Us
About Brian Lee
Brian possesses a unique combination of experience in the public and private sectors. Recognized for integrity, ability to work cross functionally, and being passionate about innovative results and achieving goals. Brian started his career in the Insurance/Financial Services space after a two years graduating from Northern Illinois University. He began his journey at Country Financial in Sales helping middle market clients with insurance and financial planning.
Brian possesses a unique combination of experience in the public and private sectors. Recognized for integrity, ability to work cross functionally, and being passionate about innovative results and achieving goals. Brian started his career in the Insurance/Financial Services space after a two years graduating from Northern Illinois University. He began his journey at Country Financial in Sales helping middle market clients with insurance and financial planning.
My focus now is helping younger generation with financial planning, understand compounding of investments, saving for the future and providing protection for the unexpected. My work also helps individuals, small business owners plan, save and plan for long-term. Brian is supported with a team of insurance and financial professionals with over 70 years of combine experience to forge strong customer relationships and provide competence and integrity. Brian is a financial advisor representative who is the investment advisor representative at First Advisors National. In a fiduciary capacity, he develops and reviews financial plans for individuals and families. He has a Series 65 and Life and Health license. Brian resides in the Western suburbs of Chicago with his wife, daughter. Brian enjoys outside activities like golfing, boating, snowmobling, socializing with family and friends!
Mission
BL Wealth Management is a boutique financial services firm with expansive alliances and resources, committed to understanding our clients, in order to design personalized tax strategies to accumulate, preserve, and protect their wealth and income. Our core focus is maintaining our client’s best interests at all times.
Vision
Making sure you get the proper recommendation starts with taking an in-depth look at where you are today and where you want to be tomorrow.
And because we know your objectives may change over time, we approach long-term planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws, and changes in the marketplace.
We can help you design a strategy that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented.
