Meet Lee, a Coast Guard Veteran and Financial Services Professional...
Lee Hartshorn joined Phillips Financial Strategies as a Financial Advisor in November 2022, following a 20-year career in the United States Coast Guard, where he attained the rank of Commander. Lee understands the challenges and opportunities associated with financial planning and is committed to helping clients identify and further their financial goals.
Lee has a Bachelor's degree in Electrical Engineering from the U.S. Coast Guard Academy, a Master's degree in Electrical Engineering from The University of Rhode Island, and a Master’s of Business Administration from the University of Rhode Island. He holds Series 7 and Series 66 securities licenses as well as life and health insurance licenses in select states.
Lee serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He promotes time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Lee will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.
Active in his community, Lee is the Cubmaster of Pack 21 Cub Scouts.