
Lee Scharenberg started in the securities industry in 1983 and has spent the past 37+ years helping clients achieve their financial goals. He’s obtained a great deal of institutional knowledge with experience helping other advisors navigate tough markets by bringing a perspective sharpened with time. He is a great communicator, and has a way of helping his clients understand the planning process and intuit their needs through simple conversation. Lee tries to act as the “wagon train master” and help his clients get to the “promised land”. To know Lee is to love him. He always has a fun story or quick joke to brighten the day.
If you ask Lee, he will tell you he was born to fish. The first time he went fishing was at the age of 3 at Indian Lake Ohio and caught a 3-inch bluegill. Fishing has been a lifelong passion and he tries to get out and fish whenever he can. He also loves RV-ing with his wife Bonnie and spending time in the garden.