I have been working with individuals and businesses in the area for many years.

I hold various professional designations and am licensed to sell a variety of investment and insurance products.

I am dedicated to developing lasting relationships with all our clients. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that we provide is a roadmap to working toward your financial future.

I am looking forward to using my expertise to help you pursue your financial goals.

Lee W. Framer J.D.

With over 40 years of experience in the Financial/Insurance Industry and his diverse background in accounting, business ownership and law, Lee brings a unique perspective to his Financial Planning and Executive Benefits practice.

Lee received a Bachelor of Science in accounting in 1974, a Doctorate of Jurisprudence in 1977, and currently maintains an Investment Adviser Representative (IAR) designation.

Lee has given back to his community by serving on the Summit County Board of Court Appointment Special Advocates (CASA), which provides local children with a trained community volunteer to advocate for the child's best interest as they enter the court system as a result of allegations of abuse and neglect or dependency.