Lee founded digital marketing agency Mindtap Marketing in 2014, and it was Mindtap’s work with clients such as United Capital, Carter Financial Management and Swell Investing, among others, that led him down the path of forming a consultancy serving only wealth management firms.
Prior to forging his own path, Lee spent 15 years in digital marketing at agencies including RAPP (Omnicom), Bottle Rocket (Ogilvy/WPP), Moroch Partners and TMP Worldwide.
Lee has worked with more than 20 Fortune 500 clients including McDonald’s, PepsiCo, Sony Pictures Entertainment, Intuit and Dell; and his work has garnered ADDY, Press Club, Murrow and AP awards for excellence in digital communication.
Lee has been published in Advisor Perspectives, and he’s a member of the Dallas Chapter of the Financial Planning Association, and He has served as the marketing advisor to the North Texas Enterprise Center (NTEC) and a mentor in the Frisco Independent School District’s Independent Study and Mentorship Program.
Lee studied bass performance at Musicians Institute in Los Angeles and Journalism at Louisiana State University and currently holds Google Ads, Inbound Marketing, HubSpot and HubSpot Partner certifications.
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Financial Advisor Marketing
A digital marketing consultancy dedicated to serving financial advisors and wealth management firms.