LEE DeLORENZO, CFP®, QPA
The United Companies

Lee DeLorenzo began her financial service career in 1979. Lee is President and Principal of United Financial Group, Ltd., a registered broker-dealer and United Asset Strategies, Inc., a registered investment advisor. Lee is a general principal, financial operations officer, registered representative, registered investment advisor, certified financial planner®, qualified pension administrator and licensed life and health insurance professional. Lee’s extensive experience in establishing and implementing investment strategies provides the platform for a variety of money management alternatives. Lee’s financial planning background produces a tax-sensitive, personal approach to active money management and her many years as an operations and compliance officer create an efficient, prudent fiduciary environment in all financial services rendered to the firm's clients. Lee completes numerous hours of continuing education annually, maintaining her licenses in good standing. Lee is a member of American Society of Pension Actuaries, The Alliance of Insurance and Financial Professionals, Financial Planning Association; National Association of Insurance and Financial Advisors and the National Association of Independent Broker/Dealers. Dedicated to her community and faith, Lee serves as the Investment Chairperson for her community church and is an active member of the World Service and Social Concern’s Committee. Lee, married for 21 years, is the mother of three children. In June 2010 Lee was ranked as One of America’s Top 100 Women Financial Advisers by Barron’s.