Broker Check

R. Lee Dailey Jr.

Lee Dailey is committed to providing his clients with the retirement solutions that work best for their lifestyle. He has experience in working with business professionals, farmers/ranchers, professional athletes and Federal employees, to name a few. He focuses on providing security for his clients and their families by creating the best individual retirement strategy available.

After touring internationally for two years as a professional musician, Lee decided to follow in his father's footsteps and become a financial professional. He has been providing financial services to his clients since 1993.  He is a registered investment advisor and also holds his life and health insurance licenses in multiple states.

Lee and his wife, Maureen, have two college-age children, Spencer and Mikaela. In his free time, he enjoys playing music with his country band, Loose Change; leading worship with his wife; camping; fly fishing; and traveling with his family.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.