You know how some people feel they aren't doing enough for retirement? I help them get back on track and build a custom financial plan, using the Defensive Offense Method (DOM). Financial services to show families how money works so that they can be able to make more money and save more money. Modern Woodmen of America is a member-owned fraternal financial services organization. Together with nearly 730,000 members, we’ve been touching lives and securing futures since 1883. We partner with accredited investors and family offices to deploy risk-first capital into fundamentally supported opportunities. While we are heavily investing into AI, the way to value creation is deliberately old-fashioned in the best way. 
That Chris Lee LLC
You know how some people feel they aren't doing enough for retirement? I help them get back on track and build a custom financial plan, using the Defensive Offense Method (DOM).
World Financial Group Inc./World System Builder
Financial services to show families how money works so that they can be able to make more money and save more money.
Modern Woodmen Fraternal Financial
Modern Woodmen of America is a member-owned fraternal financial services organization. Together with nearly 730,000 members, we’ve been touching lives and securing futures since 1883.
Uplift Capital Management, LLC
We partner with accredited investors and family offices to deploy risk-first capital into fundamentally supported opportunities. While we are heavily investing into AI, the way to value creation is deliberately old-fashioned in the best way.
