Broker Check
 Dr. Kyleah P. Lee

Dr. Kyleah P. Lee

Vice President

Meet Dr. "K," an exceptional individual with a passion for education and financial planning. Her journey to success started with outstanding academic achievements, earning her a magna cum laude and Presidential Scholar distinction from Norfolk State University in 2001. Continuing her pursuit of knowledge, she obtained a master's degree in Education from the esteemed College of William and Mary in 2002. Dr. "K" furthered her expertise by completing a PhD with honors in Education, Policy, Planning, and Leadership from The College of William and Mary in 2012.

With more than sixteen years of experience in the education sector, Dr. "K" has made a significant impact as a classroom teacher, site coordinator, and administrator for prestigious institutions like Norfolk Public and Chesapeake Public Schools. Alongside her teaching career, she became a licensed financial advisor over 20 years ago and earned the title of a licensed Investment Advisor Representative. These qualifications allow her to provide expert guidance and help individuals secure their financial futures.

Outside of her professional achievements, Dr. "K" is a compassionate and proactive individual who believes in giving back to the community. She has dedicated her spare time to volunteering and has served as a valuable member of the Board of Directors for the E3 community Foundation Inc.  She is also a proud and active member of the Chesapeake-Virginia Beach Alumnae Chapter of Delta Sigma Theta Sorority Inc.

Dr. "K" is not only a driven professional but also a self-proclaimed foodie with an adventurous spirit. She and her husband, Eric, love exploring new restaurants and embracing diverse culinary experiences.

At the heart of Dr. "K's" mission is her unwavering commitment to educating and motivating people to take control of their financial future. She believes that financial literacy is key to personal empowerment and seeks to empower individuals with the knowledge and tools needed to make informed decisions and achieve their long-term financial goals.

With her academic excellence, extensive experience in education and finance, and genuine passion for making a positive impact, Dr. "K" is an invaluable asset to our team. Her relentless pursuit of knowledge and dedication to helping others solidify her place as a guiding force in the fields of education and financial planning.