Meet our team

As a Financial Advisor, John helps clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children and grandchildren, he helps families develop and implement smart financial and investment strategies focusing on the true wealth concept.

Joining the industry in 1991, John has been through numerous market cycles, arming him with the experience necessary to navigate the choppy waters. As a Private Investment Management (PIM) Portfolio Manager, John is able to offer top-quality portfolio management experience and personal services that were once available only to ultra-high net worth clients.*

Prior to beginning his career, John attended Kent State University, where he earned a Bachelor of Arts in Pre-Medicine and Zoology. He then went on to earn his MBA in International Finance at the University of Notre Dame.

Outside the office, John currently serves on the boards of the St. Raphael Parrish Finance Council and the Sisters of Humility of Mary Advisory Board & supports the Best Buddies Cleveland Chapter for Individuals with Developmental Disabilities.  Mary Beth, and John have been married for nearly 30 years, and they are the proud parents of Maggie, Hannah, and John. Away from the office John enjoys experiencing local breweries and renovating perfectly good parts of his house as well as continuing to golf, play volleyball, and bowl with the Cleveland Athletic Club. No hole-in-one yet but John did manage a 300 game in 2018.

CA Insurance License Number: 0E91464. Resident State: Ohio.

*The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account for this program is $50,000.

For nearly 30 years, Mike has helped high-net-worth families, individuals, and business owners develop customized financial strategies for the accumulation, preservation, and distribution of their wealth. Mike takes a multi-generational approach to managing wealth, and focuses on addressing the core comprehensive wealth management issues. He is currently working with the 3rd and 4th generation for many of his families.

Prior to joining the industry in 1993, he ran his own construction company. He graduated from the University of Cincinnati’s Lindner College of Business with degrees in Finance and Real Estate, as well as a minor in Construction Management. Additionally, he completed the comprehensive wealth management course from the Cannon Financial Institute, at Northwestern University.

In his free time, Mike loves spending time with his wife, Amy, and their children, Maggie, Jacob, and Adam. Mike is active in the kids’ sports activities, and as a family, they have enjoyed visiting the national parks in their RV, especially with their Bernese Mountain Dogs, Roxie and Greta. Mike has also served on the boards of the National Hemophilia Foundation, the Northern Ohio Hemophilia Foundation, and the Hunger Network of Greater Cleveland.

CA Insurance License Number: 0L00639. Resident State: Ohio.

*The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account for this program is $50,000.

Since starting with Wells Fargo Advisors in 2014, JD prides himself on delivering a clear and concise plan with professional and personal service. He is dedicated to helping his clients define and achieve their financial goals whether it is planning for retirement, saving for their children’s education, or looking to preserve their wealth. JD strives not only to provide justified confidence to his current clients but also to their families and legacies so they too can experience true wealth.

Prior to Wells Fargo Advisors, JD received his BS and MBA in Business Administration from Lake Erie College. He continues to stay involved with his alma mater, serving on their Board of Directors. JD enjoys playing vintage baseball for the Cleveland Blues using rules from the 1860’s. Heading to the Metroparks with his wife Chrissy, son Theo, daughter Kinley and golden retriever Parker is always a top choice for the family.

JD will tell you the favorite part of his job is listening to the unique story of each client. He believes no two clients are alike and the beauty of true wealth is everyone’s definition is different. Creating a personalized plan that revolves around your individual need and your definition of true wealth is what gives him the satisfaction in his work. JD enjoys a good cup of coffee and a bagel and is always willing to sit down to listen to your story.

CA Insurance License Number: 0M65497. Resident State: Ohio.

Aileen has extensive experience in the financial service industry and joined Wells Fargo Advisors along with John P. Lee, Jr. in 2004. Aileen holds her Series 7 and Series 63 FINRA registrations. With her in-depth industry knowledge Aileen excels handling the operational and compliance needs of the team. Aileen is an avid reader and you can always find her Kindle nearby.

Barb entered the financial service industry in 2002 and joined Wells Fargo Advisors in 2012. In her time with Wells Fargo Barb has been an integral part of the team working with clients on a day to day basis helping deliver a consistent first class experience.

Jenny has been with Wells Fargo Advisors and legacy firms for the past 27 years holding multiple positions in regional and branch support. Jenny takes great pride delivering the highest level of professionalism in all areas of her work. Her attentiveness to client needs has helped the team provide top notch tailored service. Jenny has an award winning flower garden and enjoys spoiling her dogs.