Lee Boley

Lee joined McCune Whiteley Wealth Management in 2022 as an Admin Manager. As a small business owner for 20 years, he understands what owning a small business takes — that experience shapes his work at the firm. He has supported financial professionals along with their prospects and clients, and recently obtained his insurance license. As a Financial Representative, he is now able to support prospects and clients in a new way with their life and health insurance needs.

Credentials

• Life and Health Insurance license
• Licensed to provide Medicare Supplemental insurance products to individuals and businesses

Outside the Office

• Spending time with his wife, two daughters, and their pet boxer
• Active member of his church
• Chancellor of the Knights of Columbus
• Fine dining