Lee Schmertzler has over 20 years of experience within the retirement industry. His focus is account management and providing fiduciary support for qualified plan sponsors. He works closely with plan participants to help them strive towards achieving a successful retirement outcome.
Lee earned his B.A. from Union College and his M.B.A. from Babson College, he holds FINRA series 63 and 65 as well as Massachusetts health and life insurance licenses. He has also earned the designations of Accredited Investment Fiduciary (AIF) and Certified Fund Specialist (CFS).
When not working, Lee enjoys spending time with his wife and 2 sons, often at a little league game, and occasionally relaxing on the beach.