In 1994, Lee Handley began his career in the financial industry after graduating from Chico State University with a degree in Business Administration, with a focus on finance and accounting. While at Chico State University, Lee also received his paralegal certificate. Immediately upon graduating, Lee started up his own business in Sacramento with Columbia Pacific Securities. In 2005, Lee joined E.K. Riley Investments, LLC as an Investment Executive. In 2011, Lee moved his family to Bend, Oregon and currently maintains his office there.
Lee affiliated with Prospera Financial Services, a full-service boutique broker-dealer and seven-time winner of Investment Advisor Magazine’s Broker-Dealer of the Year award, in 2021 as a Wealth Advisor and his office operates under the name Cascade Wealth Management.
Lee’s goal has always been the same: to give his clients the best service possible. Lee achieves this by having a dedicated staff that places the client’s needs first. When Lee meets with new clients, he reviews their financial goals and objectives. It is important that there is ongoing communication as a client's needs may change. He specializes in income-producing investments helping clients structure their assets to best achieve their goals and then tailors a portfolio to achieve those needs.
While the markets continue to present challenges, Lee loves what he does and enjoys working with his clients. Lee cares deeply about his client’s success and makes an effort to maintain continuous interaction, which often leads into long-term relationships. Most of his new business comes by way of referral from satisfied clients.
Lee has been married for 30 years to his beautiful wife, Lisa. He has two adult children, Lauren and Leeson. Lee’s staff consists of two great assistants: Missy Magill and his daughter, Lauren Handley. Missy has been working with Lee since 2018 and Lauren since 2023. Both are heavily involved in servicing client needs. In his spare time, Lee enjoys exercising, golfing, skiing, paddle boarding, hunting and fishing.
Give Lee and his staff a call at (541) 633-7874 or toll free (800) 485-0319 with any questions or inquiries you have. He looks forward to hearing from you.