Mr. Hooks is a CERTIFIED FINANCIAL PLANNER ™ and co-owner of Michael Wealth Management Group. Lee enjoys working with new and existing clients to help them grow and manage their wealth. Lee Hooks is a graduate of Santa Clara University's Masters of Business Administration program where he holds a concentration in finance. Mr. Hooks also holds a certification in Financial Planning from Boston University.
Lee holds Securities Series 7, 24, 63, and 66 registrations through LPL Financial as well as various Life and Health insurance licenses. Prior to working in the financial planning industry Mr. Hooks was employed by one of the 5 largest CPA Tax firms in the nation. Lee worked in the tax strategy department where he helped companies like Microsoft, Intel and Cisco develop tax strategies that would help improve their success. Mr. Hooks is active in his church and community.
Lee serves on various charitable boards and organizations in the Middle Tennessee where he is able to donate his financial experience.
Mr. Hooks enjoys working with your CPA* and attorney* with the goal of creating a lasting legacy for your family that will endure for generations. Lee also enjoys golfing, traveling and spending time with his lovely wife Therese and children Colton and Ruby.
Lee's vision is to be the trusted adviser for you and your family.
*Specific individualized tax or legal advice is not provided. We suggest that you discuss your specific situation with a qualified tax or legal advisor.