Andrew K. Lee

CEO, Managing Broker

Growing up in a cultural household in the Midwest and being raised by conservative parents, the insurance industry was not something I had intended to be a part of. However, at some point in our lives, I believe we all reach a crossroad that alters our anticipated trajectory.

For me, that change and introduction occurred back in 2015 when I embarked on a promising career in the finance industry at a Fortune 100 firm.

While working for a captive agency, I quickly learned about the limitations of growth for both agents and clients. Building a practice while also caring for sick parents, I truly embraced the importance of both financial literacy and the significance of protecting our loved ones.

The idea was to mold professionals to better serve our clients so that we could reintroduce transparency to our industry. I aimed to continue providing service for current and future clients while building an agency that embodies the belief that we are striving to “be better.”