W. Lee Shertzer, CFP®, CLU®, ChFC®
Lee Shertzer began his career as a financial planner in 1985 to do what he loves most – work with people and help others manage their finances through the many challenges that life brings. In 1995, Lee started NORLANCO Financial, LLC, an independent firm representing Mennonite Mutual Aid (MMA) in its work with local churches. During the next 13 years, he built NORLANCO’s team from two to 15 members who managed $150 million in assets. After the company was sold in 2008, Lee made the decision to join the Stewardship Advisors, LLC team so he could continue to focus on providing independent financial advice without the pressure to sell company products.
Over the past 27 years, Lee has evolved his business from general financial planning to include specialization of investment management and serving institutional clients, as well as individuals. He has devoted countless hours toward continuing his education and becoming a CFP®, CLU®, and ChFC® professional.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.