Why One Advisor Gives Back

Most advisors enter the field by getting a job at a large wirehouse or financial advice firm, and then eventually decide independence is right for them. Lee Stoerzinger took a different approach. With his passion for economics, a drive to master new skills, and strong belief in himself, Lee decided to pursue his dream of becoming an independent financial advisor right after college. By 22 years old, he had partnered with an independent broker-dealer and was on his way to building his company.

Though he was determined to be thoughtful about who he worked with, Lee was just beginning his journey as a business owner and knew the challenges before him. After a friend invited him to a local Rotary Club meeting, Lee quickly learned the personal value of being involved in a community. This was an opportunity to meet new people, participate in volunteer work, and raise money for various organizations. It was a place to get involved with leaders who gathered selflessly to serve others. Lee was often the youngest person in the room, but it was there he realized the key to his business was working with people who shared his values and dedication to giving back.

That first glimpse of serving others was the tip of the iceberg for Lee. From there, he joined local business groups, the Chamber of Commerce, and educational boards. He also participated in Meals on Wheels, ran community awareness events, mentored youth, and volunteered at homeless shelters. He even started his own non-profit along the way. As Lee immersed himself in organizations dedicated to serving others, his business really began to grow, stitched together through relationships he built along the way.

Lee firmly believes service to others is a way to heal society. He has found that giving back breaks through all boundaries – it builds friendships that last a lifetime, binds the community together, and reveals the true meaning of gratitude.