Raised and educated in North Carolina, Lee’s post-graduate career began with Outward Bound International working as a guide and travel writer. Lee started financial planning with American Express in 2003. Those early years required 60+ hour work weeks, but Lee was energized by the impact sound planning made in his client's lives. In 2011, Lee founded Boston Standard with two partners who share the values articulated throughout this site. The vast majority of Lee's clients are analytic professionals working in technology, academia, and the life sciences. As a result, Lee specializes in helping his clients plan thoughtfully around their incentive stock plans, pensions, and deferred compensa