Lee Hagler

Lee’s passion for education around personal finance led him straight to an opening in our service department. We are so glad it did! He is now responsible for supporting our service team in client task execution, specifically related to new accounts.

Lee hails from a “military family” and moved 10 times before college! After all those relocations, he always had a dream to live near the mountains and chose his college experience accordingly. Lee is a proud graduate of CU Boulder, with a double major in personal finance and real estate.  He loves the Colorado vibe – and fits in perfectly as an avid snowboarder and a general lover of the outdoors.  When not outside, you might find him playing a video game or two.

Lee’s experience with meeting new people and encountering new circumstances makes him the perfect person to tackle many different tasks and work with different clients daily. Clients will truly enjoy working with Lee and his calm, kind, enthusiastic, and determined temperament.

Lee is insurance licensed in the following states: CO.