Lee Kalin

Lee, now retired himself, has spent his career showing clients how to transition into and enjoy retirement. He has been taking his own advice, pursuing his love of travel with his wife—his favorite destination so far is New Zealand.

Lee got his start advising clients by preparing tax returns in 1977 and offering financial planning as early as 1985. He has degrees from Syracuse University in Accounting and a Master of Hospital Administration degree from the University of Michigan School of Public Health.