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David Reynolds
David Reynolds
Divisional Sales Manager
Shawn Lee
Shawn Lee
Annuity Sales Consultant

Shawn started with the organization in 2016, where he worked at the call center, assisting customers and financial professionals with life insurance, annuity and retirement products. He has a bachelor’s degree in business administration from Wartburg College.

Shawn and his wife have a son and daughter and enjoy spending their free time with them — either at the pool in the summer or sledding in the winter. Shawn was born and raised in Waverly, so they also spend time with family there as well. Shawn also enjoys playing Texas Hold ‘em, staying up late watching TV with his wife and making it to a Minnesota Vikings game once or twice a year.

Shawn believes that positivity is contagious, so he always tries to start out his conversations on the right foot; answering the phone with a smile and thanking the advisor or support role for everything they do. He believes it’s important to really listen to the advisor and get a clear picture of what they are looking for before diving into the different ways he can help them.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations and Life and Health Licenses

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