I am financial consultant/advisor who has been in the financial services industry for the last 8+ years and a business owner specialist for the past 5 years. I've gained experience in several different industries over of the years, however most of my experience has been with construction & tech companies. Inside of your business we offer CFO services, business consulting and/or valuation services for a monthly retainer or a flat fee. Outside of your business we offer investment advice, tax strategy, real estate investing, asset protection strategy, insurance review, estate planning & more for an hourly fee, monthly retainer, flat fee or AUM fee. In one example, we were able to help one of our clients go from $1.74million of annual revenue to $10.003million in 1 year. More importantly, we were able to strategically use the profits of the business to buy $3mill worth of investment real estate in 1 year. In addition, by structuring the real estate purchases strategically and implementing a tax strategy, we were able to save the client an additional $200k+ in taxes for that tax year.

James Lee is the founder and President of Lee Investment Management. James began his career with Federal Filings, Inc., a Washington DC-based financial news and research firm. James researched and analyzed legislation and regulations coming out of the nation’s capital and informed institutional investors on their impact on individual companies and industries. James helped to build the privately-held company and was a shareholder when it was acquired by Dow Jones Inc. James started Lee Investment Management in 1998 to provide clients with independent financial planning and investment advice. He now serves the needs of individuals, families, businesses and retirement plans. James earned his Bachelor of Arts Degree in Economics from the University of Virginia. He has taken post-baccalaureate coursework in the areas of Retirement Planning, Investments, Insurance, Employee Benefits, Tax Planning and Estate Planning. James is a CERTIFIED FINANCIAL PLANNER™ Professional. James believes strongly in the value of the financial planning process and has given back to the profession by actively participating in the activities of the Financial Planning Association®. James currently serves as Past President of the national board of directors of the Financial Planning Association®, the principal membership organization for CERTIFIED FINANCIAL PLANNER professionals and those who support the financial planning process. James is also a member of The National Association of Personal Financial Advisors (NAPFA), the country's leading professional association of Fee-Only Financial Advisors. In addition to his work with the FPA, James has volunteered for a number of charities and boards. He has served on the on the Board of Directors of The Prevention Council, Saratoga Arts, and the Saratoga Youth Lacrosse Association. James is also the Administrator of the Town of Greenfield, NY’s Economic Development Revolving Loan Fund. He has previously served on Greenfield’s Planning Board and Board of Assessment Review. Barron's has named James one of "10 People to Watch in Wealth Management" in 2023. The Saratogian Newspaper has named James one of “Forty under 40” and a “Person Who’ll Make a Difference.” James is also a graduate of the Saratoga County Chamber of Commerce’s Leadership program. In his spare time, James enjoys spending time with his family, playing golf, skiing and relaxing on beautiful Lake George.

Andrew Bullock is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1998, he has served clients as part of the Dolfi Bullock Team, employing a goals-based wealth management approach. Andrew specializes in working with families to build wealth for retirement and is particularly focused on delivering Merrill’s 401(k) platform to businesses and non-profit organizations. His experience supports 401(k) plan sponsors in driving successful retirement outcomes for their employees. Andrew holds a B.A. from the State University of New York at Geneseo and several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified 401(k) Professional (C(k)P), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers divorce transition planning, family wealth management strategies, corporate benefit services, and socially responsible investing, among other areas. A lifelong resident of Clifton Park, New York, Andrew and his wife Amy have three teenage children. The family enjoys an active lifestyle, participating in activities such as skiing, wake surfing, fishing, and lacrosse. Andrew is also involved in community organizations including the Regional Foodbank of NENY, Ronald McDonald House Charities, and local lacrosse booster clubs.

Erin Santspree is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 18 years of experience in the finance and banking industry. She works closely with families and businesses to provide financial guidance tailored to their unique goals. Erin's advisory practice includes a focus on impact investing, aiming to generate both financial returns and positive social and environmental outcomes. She is also a frequent guest speaker on this topic at business and institutional events. Erin earned her B.A. from Union College and her M.B.A. from Union Graduate College, both located in Schenectady, NY. She holds the Personal Investment Advisor (PIA) designation and is proficient in both English and Spanish. As a lifelong resident of Saratoga County, NY, Erin has a strong connection to the community and finds working with local families, businesses, and institutions rewarding. Her community involvement includes participation with the Children's Museum at Saratoga, Saratoga Springs School District, Soroptomist International of Saratoga County, and Sustainable Saratoga. Outside of her professional life, Erin enjoys boating, camping, cooking, hiking, ice hockey, music, reading, and spending time with her family.

James Coker is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2009 and joined Merrill Lynch in June 2012. He focuses on developing strategies for institutions, businesses, and high-net-worth individuals and their families to help them pursue their short- and long-term financial goals. James holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, earned in 2015, and the Certified Investment Management Analyst® (CIMA®) designation, earned in 2017 in conjunction with the Yale School of Management. He also holds a master's degree in music and a post-graduate diploma from Purchase College, State University of New York, as well as a bachelor's degree and a master's degree from The College of Saint Rose. In his leisure time, James performs on the double bass with local symphony orchestras at venues such as the Troy Music Hall. His interests also include boating, golfing, ice hockey, music, racquetball, skydiving, traveling, and woodworking.

Matthew Gallant is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2016 and joined Merrill Lynch in March of that year. Prior to his work in wealth management, Matthew held a position in product management at Travelers Insurance Company. Matthew’s practice emphasizes developing and maintaining goals-based financial strategies tailored to clients’ individual priorities. His areas of focus include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He provides ongoing measurement and follow-ups to track progress toward clients’ specific financial goals. Matthew holds a bachelor's degree in mechanical engineering with a minor in economics from Virginia Polytechnic Institute and State University. He also holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA). Outside of work, Matthew enjoys basketball, biking, football, golfing, skiing, spending time with his family, and watching movies.

Eric Williams is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving clients and their families for more than a decade, beginning his career in wealth management at Ayco Company, L.P., a Goldman Sachs company, in 2005 before joining Merrill Lynch in 2017. Eric holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the CFP Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Finance from Siena College. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, and retirement income planning. Residing in Ballston Lake, New York, Eric lives with his wife, Angela, and their three children, including twins. He is a parishioner at St. Edward the Confessor in Clifton Park. Eric enjoys biking, football, golfing, traveling, and following Siena College basketball, New York Giants football, and horse racing.

Shilin Yin, CFP®, is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career as a Financial Advisor Associate at Morgan Stanley before joining Merrill Lynch Wealth Management in 2013. Supported by a team of Merrill and Bank of America specialists, she focuses on helping clients grow and preserve their wealth through challenging economic and market cycles and major life events. Shilin holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Chartered Retirement Planning Counselor (CRPC) credentials. She is a graduate of Converse College and holds master's degrees from Temple University and the California State University System. She is a native Mandarin Chinese speaker and a member of the Investment & Wealth Institute™. Her client focus areas include executive compensation, family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, ESG investing, and retirement income. Outside of her professional work, Shilin enjoys cooking, hiking, and traveling.