Lee Johnson, CPA, CGMA, CFP®

Lee grew up in West Tennessee and has devoted his working career to helping his clients plan for their future. He is best suited at helping his clients and their families understand the power of saving and investing wisely.

When not at work, Lee loves being outdoors and coaching youth football. He serves on the Board of Trustees for Freed-Hardeman University.

Professional Designations/Education

Certified Financial Planner (CFP®)
Certified Public Accountant (CPA)
Bachelor of Business Administration, Accounting, from Freed-Hardeman University

Expertise

Investment Planning, Financial Planning, Tax Planning, Estate Planning, Business Succession Planning, Education Planning, Retirement Planning

What do you like the most about your job?

I feel like I get to make a difference every day in the lives of our clients and their families by helping them make sound financial decisions without fear.

Tell us something very few people know about you?

I just started learning how to play the guitar.

How long have you been helping clients as a financial planner?

31 years