Sally Lee believes that lasting success comes from recognizing opportunities others may not see and developing strategies that turn vision into results.

With more than 20 years of experience, Sally has advised executives, entrepreneurs, investors, and business owners on complex business, financial, and strategic decisions. Her career spans corporate risk management, real estate, executive consulting, business development, branding, and marketing strategy, giving her a broad perspective on what drives business value and long-term success.

Throughout her career, Sally partnered with C-suite executives and national accounts through leading commercial insurance organizations, developing sophisticated risk management strategies that supported each organization’s operational and financial objectives. This experience strengthened her ability to analyze businesses, evaluate opportunities, negotiate complex solutions, and develop strategies that create lasting value.

Beyond her corporate experience, Sally has advised entrepreneurs on business growth, brand development, market positioning, and operational improvement. Her ability to connect financial, strategic, marketing, and real estate perspectives allows her to identify opportunities and solutions that may otherwise be overlooked.

At Keystone, Sally collaborates with the firm’s CPA and Wealth Advisory professionals to help clients navigate business acquisitions, sales, succession planning, and strategic growth opportunities. She approaches each engagement by understanding the complete picture—financial goals, business objectives, and the vision each client has for the future.

Sally is a multi-state licensed Real Estate Broker and Life & Health Insurance professional. She is passionate about helping people pursue opportunities that align with their goals, create meaningful value, and support the life they want to build.

Education: Bachelor’s of Science – Sociology/Law & Society, Bachelor’s of Arts – Asian Studies, Master’s Degree – Speech Communication, PhD Coursework – Education Administration & Policy

Certifications: Certified Risk Manager (CRM), Certified Insurance Counselor (CIC)