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Why We’re Different

Meet Our Team

Inflection strives to bring meaning and purpose to our advice-based relationships by providing personalized, efficient, highly-proactive support. We aim to provide our clients with thoughtful service, the result of which are decisions that reflect not only financial security, but a sense of reassurance and freedom. Ultimately, we endeavor to have a healthier and happier affect for those we are fortunate enough to serve, as well as the community in which we serve.

Peter M. Lee

CFP®, ChFC®, FIC | CEO & Senior Wealth Advisor

ABOUT PETER

Genuine and personable, Peter begins every engagement by first seeking to understand the client’s story. Peter knows that life is full of twists and turns, changes and events – inflection points – and he works diligently to align services with goals while preparing his clients for the certainty of uncertainty.

After graduating from Seattle Pacific University, Peter began his financial services career in 2006 with Thrivent Financial, a fortune 500 company. Peter enjoys teaching, guiding and advising while deepening meaningful relationships with his clients.

As a Fee-based CERTIFIED FINANANCIAL PLANNER™ practitioner, Peter’s conscientious approach combines financial planning with meticulous organization to help his clients proactively manage their investments and live their best possible lives.

In 2018, Peter founded Inflection Wealth Management as an independent practice while maintaining a proud affiliation with Thrivent Financial by co-developing with Thrivent an independent channel for financial advisor business owners. This personal inflection point provided enhanced and rewarding opportunities to serve his clients and grow the firm. As CEO, Peter takes pride in rooting Inflection Wealth Management in the values of relationships, service, competence, meaningful work, and integrity.

 Peter Lee is licensed to do business in AZ, CA, ID, IN, MN, MT, NM, NV, OR, SC, and WA. CA Life/Health Insurance License ID 0F30543, CA Securities Insurance ID 7556493, CA Variable Annuity Insurance ID 0F30543, CA Variable Universal Life Insurance ID 0F30543.

Joe Brandenburg

Wealth Advisor

ABOUT JOE

Joe is a Wealth Advisor who started his career in financial services in 2012 because he wanted to help people. Relationships are the reason Joe loves this job. Managing finances can be stressful, but with a plan, we will work together to lessen that stress and build a solid strategy for your family’s future. Life is full of change – marriage, having kids, college, job changes, retirement, living in retirement – and your financial strategies should be flexible to handle whatever comes your way. You can count on Joe to help you plan for the certainty of uncertainty.

Joe Brandenburg is licensed to do business in AZ, CA, IL, PA, and WA. CA Life/Health Insurance License ID 0I48888, CA Securities Insurance ID 19014887, CA Variable Annuity Insurance ID 0I48888, CA Variable Universal Life Insurance ID 0I48888.

Joel Taylor

Chief Operating Officer

ABOUT JOEL

I am lifelong resident of Snohomish County, growing up in Everett and graduating from Cascade High School. I spent 4 wonderful years obtaining my BA with a focus in marketing at Western Washington University, before officially becoming a ‘boomerang kid’ and coming home and start my career at The Boeing Company. Along that professional journey, I carved out time to go back to school and earn an MBA from Seattle Pacific University with a focus on Human Resource Management. In 2020, I welcomed my own inflection point as I transitioned into the role of Chief Operating Officer at Inflection Wealth Management. I strive to drive efficiencies within my workplace and deliver unparalleled service and experiences. I aim to craft strategic goals which emphasize human capital and innovative improvements. In my personal life, I devote free time to officiating high school football within Snohomish County. I love working with the youth and helping to instill values into future leaders. I help to run a nonprofit organization which awards scholarships for continued education to High School athletes who give back and contribute to a healthy society. I also proudly serve as a board member of Leadership Snohomish County, helping to connect and grow community leaders. I enjoy spending time contributing to a family business, Shawn O’Donnell’s American Grill and Irish Pub. I value the diverse perspective and learnings between personal and professional business.  I am an avid golfer, adventurous snowmobiler, and ever-aspiring musician. But the driving force behind all I do is my beautiful wife, Sophie, and our wonderful son, JJ (5), angelic daughter, Lillian (1), and baby #3 due in September of 2021! My efforts are focused on scripting out this epic journey of life with, and for, them.

Leah Conger

Client Experience Coordinator

ABOUT LEAH

Leah grew up in the Pacific Northwest and came to Inflection with a background of administrative service to busy leaders at a major law firm.  Her experience includes calendar & information management, oral & written communications, tech applications, meeting & event planning, and more.  She believes that, alongside integrity and expertise, the ability to make a personal connection with a client is an outstanding one in today’s world — not to mention simply being a more enjoyable way to approach each workday.  Leah is a dedicated professional, service- and detail-oriented, and possesses a wide variety of skills & interests.  Eternally curious, she expects never to burn out in her passions for travel, film, books, apologetics, the outdoors, dark microbrews, and memory-making with loved ones.

PATRICK SCANLAN

Associate Wealth Advisor

ABOUT PATRICK

Earnest and genuine Patrick brings an authentic and personable approach to all his clients. With over five years of experience in the financial industry He believes that education is an important part of any professional relationship. He not only thinks it’s important to educate his clients but also is passionately motivated to continually educate himself in order to comfortably and confidently share his expertise. With extensive resources and his interpersonal style, he is confident and competent to help and serve those that need solutions to all their short- and long-term financial success. Compassionate and friendly, Patrick strives for the highest standards of integrity and trust and is a true believer in servant leadership.

Born and raised in the Colorado Rockies he moved here over 14 years ago where he fell in love with the Pacific Northwest. A creative spirit by nature, Patrick enjoys music and the arts. He has a particular passion for photography as well as playing his guitar. The most fulfilling experience of Patrick’s life is being a husband and father of two, and so understands the many challenges and victories of family life. He is eager and excited to form new professional relationships and apply his proficiency for the betterment of all his clients and to bring value and security to their daily lives.

JARED HANSEN

Client Service Specialist

ABOUT JARED

Jared is excited to leverage his experience in financial operations to bring our clients the best experience possible.  When he isn’t running the Utah satellite office, you can probably find him in his camper van heading to his next adventure with his wife and dog.

ISAAC EVERETT

Associate Wealth Advisor

ABOUT ISAAC

Isaac graduated from the University of Washington with a goal to find a place where he can provide meaningful value to others lives.

Integrity, passion, and the desire to help those in need is what motivates Isaac to find solutions to life’s sticky situations.

Finding the path to a comfortable and secure financial life is one of those sticky situations. Life is filled with obstacles expected and unexpected such as a major first purchase, emergencies, education funding retirement planning and much more. A financial resource for life’s twists and turns is just the tip of the iceberg to who Isaac is.

Outside the office, Isaac spends time exploring the mountains of the PNW both skiing and hiking. When in the city of Seattle, he stays true to the blue by cheering on the Seahawks and hoping for a Mariners playoff series. He has lived in the Washington area for most of his life and is excited to continue the relationships he has established in addition to expanding his compassion to others around him.