A Certified College Planning Specialist since 2004, Luanne and her husband Jim have been married since 1975 and live on a 12.5-acre Virginia property.

About Me


Luanne Lee moved into financial services in 1996 after raising her family, driven by a desire to make a real impact helping other families. Around 2004, she narrowed her focus to college planning and funding after seeing how student loan debt was derailing so many parents' and students' retirement goals.

Luanne has completed extensive licensing and training as a Certified College Planning Specialist, and for over 15 years has helped families fund college without sacrificing their own retirement security. She and her husband Jim, married since 1975, have two grown children, three grandchildren, and a menagerie of pets on their 12.5-acre property in Broad Run, VA.

Specialty Areas


College Financing

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Luanne

Experience: More than 15+ years

Campus tours: 16 to 20 / year

Education:

Bachelor's Degree Business Western Michigan University

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