Raymond S. Lee, CLU®, CFP®

Financial Representative


Ray’s professional background puts him in a unique position as an advisor, specifically to business owners and those operating in the financial services space. After graduating with a Finance degree from the University of Illinois – Urbana Champaign in 2001, Ray went on to work in the business consulting world for Arthur Andersen, KPMG Consulting and eventually BearingPoint. This experience gave him varied knowledge of business operations, process improvement and taught him how to creatively problem solve in an arena where his solutions would carry impact into the economy. Ray had also began acquiring real estate in 2002 and grew a portfolio that he still maintains today. Knowing he had a good deal of entrepreneurial wiring, Ray decided to build a second career as an agent in residential real estate. This business quickly took off and Ray set his sights on becoming a corporate real estate developer…in 2007.

“Reflecting on my upbringing in a traditional Korean-American home where money was sparse, managing my own real estate through the crash and jumping into development in 2007, I know creating wealth and financial success is a marathon, not a sprint. But that means making disciplined decisions today that will affect your family for generations to come.”

Though Ray had been a Northwestern Mutual client for several years, his close friend and now colleague Rich Woo introduced him to the career professionally in 2010. Initially attracted to the career for the finances and the lifestyle it could provide, what convinced Ray to dive in and never look back was the opportunity to build true impact. What drives him today is the ability to unapologetically drive disciplined action in his clients’ lives.

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