About Us

SENIOR RETIREMENT PLANNER & CEO

Shawn Lee is the senior retirement planner and CEO of Beacon Wealth Advisors. With 18 years of experience behind him he’s a recognized industry expert and sought after speaker for both local and national financial education events. Shawn began his career in 1998 with one of the largest independent financial consulting firms in the country. For nearly a decade, he recruited, trained and counseled hundreds of independent financial advisors. By assisting in the development of comprehensive financial plans, thousands of families across the United States have been impacted by his experience and expertise in using protected money strategies. In 2007, Shawn decided to take his expertise directly to the public. Using a holistic planning approach and by blending conservative income portfolios and advanced risk management techniques, he strives to enhance return potential while minimizing risk. For almost 10 years, Shawn hosted the Wealth Builders Radio show airing on several local stations, and made guest appearances on TV news programs. He also serves as an instructor for a non-profit educational institution that provides retirement planning courses and classes nationwide with a commitment to financial literacy.

As a native of North Carolina, Shawn serves all of Charlotte and the surrounding areas. He lives in Davidson with his wife, Amy, and their three sons. He’s locally active in his church and community. His philosophy for Beacon Wealth Advisors is simple: “Serve every client with the highest level of integrity. Care about them more than you care about yourself. Develop every plan and perform every task to the best of your ability. And most importantly, as stewards of our client’s financial futures, understand the tremendous obligation to protect that which has taken a lifetime to build”.

Josie joined the Beacon Wealth Advisors Team in 2020 with a focus on managing communications, client programs and new business development. She is responsible for streamlining business operations and optimizing all aspects of interactions with new and existing clients. Josie compliments the team by bringing with her 15+ years of business and marketing experience within the financial services industry. She obtained her B.S. in Business from Virginia Tech and has been in the Charlotte area ever since. Along with her husband, Chris, and three boys, she enjoys the lake in the summer and snowboarding in the winter.

Allison has successfully been providing administrative and customer support for over a decade in several different corporate industries. She joined the Beacon Wealth Advisors team in 2022 and committed to making sure that our clients needs are met with top tier service. She is the first to greet clients, handle administrative tasks and assist with educational classes and events. Originally from Virginia, she is a graduate of Radford University. Allison and her family decided to make the move to Huntersville, NC in 2003. She and her husband Mike have three children and enjoy spending time on the lake and traveling together.