Bryan Lee - Retirement Plan Consulting - United Capital

Bryan Lee

Retirement Plan Consultant

Bryan Lee is a Retirement Plan Consultant for PFE Advisors, Inc. d/b/a The PFE Group. With more than 20 years of experience working in the retirement plan industry, he assists clients on all aspects of qualified retirement plan administration, and vendor management.

Prior to joining The PFE Group, Bryan held positions at various Third Party Administration firms as both a plan administrator and operations department manager.

Bryan holds a Bachelor’s degree in Marketing from Towson University, as well as the QPA and QKA designations and the Tax-Exempt & Governmental Plan Administration Certificate from the American Society of Pension Professionals & Actuaries, and multiple securities licenses.