Galen Lee is a Financial Advisor with the Lee & Dunn Group at Baird, where he works with individuals and families to develop comprehensive financial strategies designed to support their long-term goals. His practice is centered on thoughtful planning, personalized investment strategies, and building lasting relationships grounded in trust and communication.
Galen specializes in financial planning and customized portfolio management, helping clients navigate investment decisions, tax considerations, and long-term wealth strategies. He takes a personalized approach to each relationship, recognizing that every client’s situation is unique and requires a strategy aligned with their goals, values, and risk tolerance.
With a background in environmental science, Galen brings a disciplined and analytical perspective to his work, approaching financial planning holistically and helping clients make clear, confident decisions. He also contributes to the team’s continued growth by supporting systems and technology that enhance efficiency and improve the overall client experience.
He holds a Master of Science and Bachelor of Science from Prescott College and is fully licensed with Series 7 and Series 66 registrations, along with California insurance licenses. He is also a graduate of the Baird Financial Advisor Training Program.
Galen is actively involved in the local community and enjoys spending time with family, as well as skiing, climbing, river rafting, and mountain biking.