Oliver Lee

Financial Planner & Investment Advisor

Oliver has been in the personal and corporate financial services field since 1995. He is a native of Lake Arrowhead, California and has lived in Lake Orion, Michigan for 17 years. Oliver spent much of his career providing financial guidance and advice to corporations and credit union members before establishing his own company in 2003. Oliver’s expertise is sought by many television and radio programs as well as financial publications.
He is the coach of the Lake Orion Softball team “Eva’s Dairy and served as Scout Master for Boy Scout Troop #297. Oliver is a member of the National Ethics Association and member of MicroMentors, where he provides mentoring to entrepreneurs and business owners. Oliver enjoys competitive dirt bike racing and is married to his lovely wife Julia; they have four children.

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