Sales and Marketing Team:

Lee Bolnick, CFA, CLU, ChFC

Lee Bolnick

Sales Director

Lee has been involved in the Insurance industry for almost 20 years in various positions ranging from a Financial Analyst at an Investment Bank to a producer in the field specializing in life insurance and Financial Planning. His range of experiences, as both a producer and a home office employee, help him navigate the sometimes difficult process of helping advisors promote and implement complex insurance plans for their clients. Lee holds numerous industry licenses and designations. These designations include: Life & Health licenses in numerous states, CFA , CLU, ChFC, Series 6, and Series 63.

Lee graduated from The University of Michigan with a double major in Economics and History.

In his spare time Lee enjoys working out, playing and attending sporting events, and spending time with his dog, Dawson.


The 3 Mark Sales and Marketing Team