Timothy Lee
Associate Financial Advisor

Tim serves as an Associate Financial Advisor at Bluestem, where he helps clients navigate important financial decisions with clarity, intention, and confidence. He is a CERTIFIED FINANCIAL PLANNER™ professional and a NAPFA Registered Financial Advisor, reflecting his commitment to a client-first, fiduciary approach to planning.

Tim earned his degree in Psychology from the University of Illinois, an academic foundation that continues to shape his work with clients today. He brings a thoughtful understanding of how emotions, values, and life experiences influence financial decision-making, helping clients move beyond uncertainty and approach their financial lives with greater perspective and alignment.

Known for his grounded and approachable style, Tim works with individuals and families across life stages to prioritize what matters most and make informed, confident decisions—whether they are building momentum early in their careers or navigating more complex financial transitions.

Tim joined Bluestem in 2023 and collaborates closely with the broader advisory team to deliver integrated financial planning and tax-informed guidance.

Outside of work, Tim enjoys supporting his favorite sports teams, playing basketball, and spending time with his wife, Becky. They enjoy traveling and experiencing new places together, with destinations like Malaysia, Switzerland, and Hawaii on their list. He is also actively involved in his church community, contributes to professional organizations, and mentors others pursuing careers in financial planning.