Lee Canup

Background

About Lee Canup

My favorite question to ask clients is,"What is your earliest memory of money?" I love this question because many of our financial behaviors are greatly influenced by our early money attitudes and habits. I recognize my earliest memory of money being when I was around 7. I can specifically remember bringing my vegetable stand proceeds to my grandfather's financial advisor, and in turn receiving a receipt that showed proof of purchase for Disney stock. My own experiences of investing have evolved over time, but it is this foundation that made me realize my love for this business. By looking back at a client's history with investing, our team is able to build a plan that promotes long term relationships, guidance through the stages of wealth planning, and support in meeting financial goals and dreams. As a financial professional, I provide investment planning, risk management and holistic wealth management for individuals, families, and business owners.