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Michael Silverstein, BFA
Regional Sales Director
Phone: 980.240.4515
Email: Michael.silverstein@trustage.com
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Lee graduated with a bachelor’s degree in business administration and economics from the University of North Carolina at Chapel Hill. He comes to the organization with wide-ranging experience in analytics, predictive modeling and sales support, which he amassed while serving Lincoln Financial and Lockton Affinity.
Lee was a collegiate soccer player and after graduating, went on to play as a professional in Trinidad & Tobago and Spain before starting his financial services career. In his free time, he enjoys spectating and cheering on his seven-year-old son, Jude, an avid gymnast.
Lee is excited to put his wholesaler experience to work for financial professionals supporting their professional growth and business growth alike.
- Behavioral Finance Advice™ (BFA™)
- Securities Registered with FINRA®
- Holds Series 6 and 63 Registrations
- Certified Financial Specialist (CFS)
- Certification in Long-Term Care® CLTC

Julie worked for the organization from 1997 to 2009 in a variety of roles including financial analyst to fixed income and trading specialist. She returned in 2014 in her current position. Her 20-year financial career has included work for Thrivent Financial and John Deere. Julie has a bachelor’s degree in business from Wartburg College in Waverly, IA.
She has received Fellow, Life Management Institute (FLMI) and Associate, Customer Service (ACS) designations from LOMA and has an Iowa Life & Health Insurance license.
Julie spends as much free time as possible with her family. She is dedicated to partnering with financial professionals to help them build their businesses through sales ideas, case design, product and industry knowledge and practice management.
- Behavioral Finance Advice™ (BFA™)
- National Social Security Advisor® (NSSA®) certificant
- Chartered Retirement Planning CounselorSM (CRPC®)
- Holds Series 7 and 66 Registrations
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