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About Us



Lee Schwartz

Financial Professional

Born and raised in southwestern ND. Lee's family owned and operated their own business, this having a direct impact on his future direction. Always active, loving any time on or near water, a passion for health&fitness, numbers and music were evident from early on.


Health & fitness took the lead for education and career, leading to a Doctor of Chiropractic degree in 1998. Running his own business, caring for people from 1998 till 2016 full time. A career transition took place in 2016 as Lee learned of a section in the US Tax Code allowing a very effective and efficient way to increase spendable dollars for his tomorrows. 


The passion for numbers surfaced and a calculated transition was underway. As a professional insurance advisor, Lee brings a level of detail and care to clients he has been bringing to people who have sought his care for two+ decades. Interestingly, there is a tremendous overlap in how he adds value and care while increasing people’s quality of life as an advisor. His clients see and appreciate this.

Lee resides in White Bear Lake, MN. Yes, near water. Very involved in the local community with both of his adult children raised here along with being a member of the business and sports community.

As far as music goes, Lee has an appreciation being raised when the WalkMan was the cool thing and then to the present day having millions of songs at our fingertips, almost anywhere we are. No musical talent…yet 😊

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