Advisory Board

Lee Baker began his financial planning career while still an undergraduate student at the Georgia Institute of Technology. Lee graduated from Georgia Tech in 1990 with a Bachelor of Science degree in Industrial Engineering. His passion for helping people achieve financial security combined with a desire to bring a little bit of “Wall Street” to “your street” led him to establish Apex Financial Services. … (continued)

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Julie Bennett Iannuzzi is a Peabody Award Winning journalist, with strong business and product background leading video operations at WSJ Digital Network (WSJ, Marketwatch, Barron’s, Smart Money), USA Today, CBS New York, MTV Networks, and other television and digital operations.  At the age of 16, she got her start as a reporter at WINK-TV in Fort Myers, Florida. ….(continued)

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Mike Milligan is a finance professor at California State University Fullerton. He is also the Founder and Managing Director of the Applied Security Analysis Program at (now known as Titan Capital Management) at California State University Fullerton. … (continued)