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Lee Financial
Emily Smeltz

Emily Smeltz

Associate Financial Planner at Lee Financial

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Manager

Richard Lee

CEO & Founder

Peers

Cfp® Ben S. Shae

Director Of Operations And Client Service

Lily Gallagher

Associate Financial Planner

Danny Boyce

Director Of Investments

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Timeline

Associate Financial Planner
February, 2023 - present
Analyst
May, 2021
Financial Planning Intern And Adminstrative Assistant
June, 2019

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