About Lee

I’ve been writing professionally for 30 years, the vast majority of that exclusively focused on the financial industry. As a former music and history major, I didn’t expect to be where I am today. But who ever does?

If you had told younger me that someday I’d be a professional copywriter, I’d have believed you. I’ve always loved putting words together. And as my family will confirm, I don’t have many other skills.

But if you had told me that my copywriting expertise would be in the financial industry, I’d have guessed you were confusing me with someone else.

It was a happy accident that allowed me to find my way to financial copywriting. But sometimes work out the way they were meant to. I get paid to do what I love—putting words on the page and explaining sometimes-complicated topics in simple terms—and clients get the benefit of my 25 years of financial expertise.

In the 25 years since I entered the financial industry, I’ve developed a particular niche in shareholder report commentaries. It involves