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
Peter M. LeeCFP®, ChFC®, FIC | CEO & Senior Wealth Advisor
Joe Brandenburg
Joe BrandenburgWealth Advisor
Joel Taylor
Joel TaylorPractice Development Director
Mary Remoaldo
Mary RemoaldoClient Relationship Manager
Amanda Henry
Amanda HenryOffice Professional

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 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.