Broker Check


Lee Stoerzinger

President & Author


Lee Stoerzinger, CFP®, brings a unique and timely perspective to the world. Since 1993, he has spent his professional life dedicated to the study of finance and helping people become...

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Matt Benson

Registered Representative of United Planners

Matt joined Lee Stoerzinger, Inc in 2015 and brings over 16 years of financial services experience. He got his start outside of Boston focusing on the analysis and marketing of investment products. From there, he transitioned to...

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Andy Roth

Operations Manager

In his role as Operations Manager, Andy is the bridge connecting the individual needs of our clients with the systems and processes of our office.  With Andy’s passion for building relationships and his background in...

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Maggie Stoerzinger

Relationship Manager


Since 2003, Maggie has worked closely with clients and families to help ease their transition to Lee Stoerzinger, Inc., as well as provide ongoing support to their needs over time. Her trustworthy and genuine style have enhanced...

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Christy Frost

Marketing Stategist

Christy is a key member of our team, helping to further enhance the exceptional service provided at Lee Stoerzinger, Inc. Through her relaxed and sincere style, Christy makes our clients feel warm and welcomed. Her thoughtful...

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Nicole Ford

Client Services & HR Generalist

Nicole brings high level interpersonal skills to Lee Stoerzinger, Inc. She is always eager to learn more about each client and puts great focus into delivering extraordinary service. With a passion for process improvement, she...

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