Lee received a degree in mechanical engineering from Bradley University in Illinois. He continued his education with a Masters degree in Business Administration at Loyola University, Illinois. In addition, he was an officer in the United States Air Force and is a licensed pilot.

Lee enjoyed a distinguished career of over 30 years in the engineering field. After enjoying his hard earned financial independence for a season, Lee decided to apply his education and business experience in the financial planning services industry and joined the Alliance team as a Senior Advisor.

Lee and his wife Diana enjoy golfing, hiking, tennis, sailing, and traveling. They have three sons and three grandchildren.