Team Lee Stoerzinger President & Author 651-578-1600 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... Read more 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... Read more 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... Read more Maggie Stoerzinger Relationship Manager 651-578-1600 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... Read more 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... Read more 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... Read more Have a Question? Name Email Question Thank you! Oops!