LEADERSHIP

Bob Lee, Managing Director

Bob is passionate about serving as a trusted wealth manager to successful individuals that have contributed to society. Having worked with many thoughtful leaders, he has witnessed a frequent gap between their substantial professional accomplishment and the suboptimal management of their own personal wealth. Bob is committed to helping successful individuals close this gap. By achieving peace of mind with their wealth, they can focus their precious time on their professional aspirations and achieving more balance in their personal lives.

 

Prior to founding BluePrint Investing, Bob served as an investment professional at H.I.G. Capital, a leading private equity investment firm. While at H.I.G., Bob directed investment evaluation and execution efforts across multiple industries. Bob managed transaction teams, structured deals, and identified investment opportunities. Prior to H.I.G., Bob was a consultant for the Boston Consulting Group, where he advised senior management on corporate strategy. Bob also worked at the private equity firm J.W. Childs Associates. Bob began his career at Morgan Stanley in the Special Situations Group, where he recommended fixed income investments and executed restructuring transactions.

Bob holds an MBA from Harvard Business School and an AB from Harvard College. As a busy entrepreneur, father of three young sons, and husband to an eye surgeon, Bob understands first-hand the challenges of work-life balance. When he is not busy with the company, he spends his time skiing with his kids, watching their tennis matches, and traveling to his favorite destinations in his native Northern California.

Email Bob at bob@blueprintinvest.com

Rachel Gardner, Director of Operations, Chief Compliance Officer

Rachel coordinates multiple aspects of BluePrint’s operations, including portfolio accounting, compliance, technology, and client services. Rachel is passionate about making others’ lives easier, both client and colleague alike. A natural problem-solver, Rachel enjoys working on the challenges that arise behind the scenes.

Rachel holds a BA in Anthropology from Texas A&M University where she graduated summa cum laude in 2015. Prior to joining BluePrint Investing, Rachel served as Director of Operations of a successful wealth management firm servicing over 250 clients. Rachel enjoys analyzing and fixing issues, streamlining processes, and assisting Bob in servicing clients and helping them reach their goals.

Rachel currently lives in El Paso, Texas where her husband is attending medical school. She enjoys spending time with their two young children and traveling to visit other members of her large family. When she isn’t busy with work and family, Rachel enjoys playing sports, embroidery, and baking.

Michelle Bryant, Financial Planning Specialist

As financial planning specialist, Michelle seeks to understand the needs and wants of clients in current and future terms. She serves as a direct financial planning resource for clients.  She helps Bob track financial planning goals, analyze clients’ financial position, internal strengths and weakness, as well as external factors like ever-changing laws and economic conditions. She thoughtfully assesses this information to add meaningful contributions to planning and strategy conversations and assists with implementing and monitoring suitable recommendations.

Michelle holds an MBA from University of Colorado at Colorado Springs and is a CERTIFIED FINANCIAL PLANNER™ Professional. Michelle brings robust financial planning and client service experience. Prior to joining BluePrint Investing, she worked closely with advisors and clients to provide two hundred comprehensive financial plans each year. Michelle is passionate about learning and committed to diligently working with the BluePrint team to provide sound financial planning that helps clients to live their best lives.

Michelle lives in western Washington with her husband and two dog rescues. Together they enjoy exploring the beautiful Pacific Northwest, particularly hiking, kayaking, and visiting the many nearby state and national parks. Michelle also enjoys traveling, spending time with family, and knitting.