So, What Do You Say You Do Here?

At Lee Stoerzinger Wealth Management, each member of our team plays an important role in serving you, our valued clients. At times our business can be complicated relating to all the different pieces of wealth planning. Who do you talk to when you need to withdraw funds? How about that complex work benefit program? What about when you have questions about the markets? We are all available, and the following guide will help provide clarity as it relates to our service to you. In addition, know that we are always working as a team and are in constant communication regarding all things going on. It’s our pleasure to serve you.

Lee Stoerzinger, CFP® - Founder & President

As Founder and President, Lee sets the long-term vision and strategy for Lee Stoerzinger Wealth Management while leading investment research and money management solutions. He builds and nurtures client relationships, helping ensure every strategy aligns with individual goals. Beyond overseeing the firm’s operations, Lee is passionate about guiding the team and creating opportunities for the company to make a positive impact in the community.

Nicole Ford, BFA™ - Director of Operations

Nicole is the heart of the business, ensuring the firm runs smoothly and efficiently. She oversees operations, project management, finance, human resources, and benefits while continuously improving processes that support both the team and clients. By integrating strategic thinking with practical solutions, Nicole helps ensure the firm delivers a seamless experience for clients and empowers the team to perform at their best.

Brandon Bailey, BFA™, CRPC™ - Associate

Brandon partners with clients to develop strategies that align with their financial goals, offering guidance grounded in both expertise and perspective. As an advisor, he values building strong relationships, collaborating closely with clients, and supporting them in achieving meaningful outcomes. Brandon is also the team’s resource for Medicare and ACA planning, helping clients navigate the Medicare landscape and answering questions to help them make informed choices. His work is fueled by a commitment to understanding clients’ unique needs and helping them navigate their financial journeys confidently.

Suzy Coelho - Associate

Suzy works as an associate advisor, partnering with clients to understand what matters most to them. Collaborating closely with the advisory team, Suzy plays a key role in maintaining a high standard of care and follow-through for every client relationship. She takes pride in making the process approachable and helping ensure every client feels confident and cared for along the way.

Joyce Osaile - Client Services & Office Coordinator

Joyce helps ensure that our clients feel supported and valued by managing office operations and client interactions. She coordinates essential office tasks, guides clients through processes, serves them, and helps our team deliver timely, organized solutions. Joyce’s work plays a key role in maintaining an efficient, client-focused environment that allows the firm to provide thoughtful, high-quality service at every step.

Evan Tomaro, BFA™ - Marketing Strategist

Evan brings creativity and strategy together to strengthen the firm’s brand and client relationships. By developing thoughtful, client-centered marketing initiatives, he helps ensure clients feel informed, valued, and confident in their journey. Evan’s work supports both business growth and the client experience, helping the firm communicate its values and build lasting connections through innovative and meaningful storytelling.

Investing involves risk. No investment strategy can guarantee positive results. Loss, including loss of principal, may occur. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Keep in mind that current and historical facts may not be indicative of future results. Diversification is an investment strategy that can help manage risk within a portfolio, but it does not guarantee profits or protect against loss in declining markets.

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. (C) Twenty Over Ten