Profile
Lee started L Squared Insurance Agency in 2002 with the belief that a totally independent agency with no ownership ties to insurance companies or other financial institutions could better serve the lawyer, accountant, title agency, and dentist clients with independent honest advise. At its inception L Squared Insurance Agency had no clients, no income and no employees. Fast forward to 2021, L Squared has over 4100 clients, licensed in 49 states and represents over 30 different admitted insurance carriers. L Squared is still independently owned which is essential to being able to provide the best suited insurance products for its clients regardless of the insurance carrier.
Past Career Achievements Prior To L Squared Insurance Agency:
Vice President/Agency Director-Michigan Lawyers Mutual Insurance Agency
Senior Vice President-Heritage Mutual Insurance Company
President - Heritage Financial Corporation
President - Heritage Computer Corporation
Vice President MIS- Heritage Mutual Insurance Company
Systems Development Manager—Foremost Insurance Company
Business Consultant – National Accounts-Foremost Insurance Company
Administrative Supervisor-Foremost Insurance Company
Internal Audit Manager-Foremost Insurance Company
Education:
Bachelor of Business Administration, Magna cum Laude Accounting, Western Michigan University, Kalamazoo, MI
Masters of Business Administration General Business, Western Michigan University, Kalamazoo, MI
CPCU (Chartered Property Casualty Underwriter)
Licensed Insurance Agent (Life, health, property and casualty, excess and surplus lines, resident insurance consoler)
Registered Representative (Series 6 and 63)
Numerous Continuing Education Seminars in Management, Strategic Planning, Rapid Systems Development, Human Resources, Structured Systems Development, Computer Programming, Customer Service, and Sales