Lee Schuermann has extensive experience in the financial services industry, beginning with an internship at Scottrade in 2008 and progressing through various roles including Investment Consultant and Branch Manager until 2014. Afterward, Lee served as a Financial Advisor at Edward Jones and a Wealth Management Advisor at Visionary Wealth Advisors between 2018 and 2020, followed by a position as Associate Representative at Thrivent in 2021. Lee's recent roles include Tax Associate at Pinion in early 2024 and currently as Financial Services Representative at SS&C Technologies since September 2024. Academically, Lee holds a Bachelor of Arts in Finance and a Master of Business Administration from Lindenwood University.
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