Jonathan Lee
President
As our CEO, Jonathan brings a wealth of leadership through his experience as a Colonel in the Army Reserves. His expertise in the financial world and network of independent financial planners and other professional experts yield resources for LVI Investments. Jonathan provides his clients with personalized financial direction stressing the importance of a long-term strategy to balance risk and return.
Jonathan’s enthusiasm to help others provides his clients with the guidance they need to commit to and follow a strategy that is custom-designed for them. As our nation’s population matures, Jonathan has concentrated his continuing education on income distribution planning to help his clients with strategies that seek to provide an income for life.
Jonathan received his Bachelor of Science degree in Business Management (1988) from the University of Arizona, his Master of Science degree from University of Illinois and PhD from American University.
Happily married and a father of two daughters and two sons, Jonathan centers his life around his family. An outdoor person at heart, he loves running , boating and other activities.
Isak Visser
COO
As our COO, Isak contributes leadership, strategic vision, and team-building expertise to LVI Investments. With eight years of active-duty military service, he has excelled at leading large teams in high-pressure environments, consistently guiding groups of over 100 members toward operational success. Isak’s seven years of hands-on investment experience further enhance his ability to drive informed, balanced strategies that effectively manage risk and reward.
Renowned for his dynamic leadership style, Isak inspires his team to adopt a long-term perspective while focusing on innovative, client-centric financial solutions. His commitment to professional growth and collaborative success ensures that every member of LVI Investments is empowered to excel.
Isak earned his Bachelor of Science degree from Pacific Lutheran University, which laid the foundation for his analytical rigor and strategic decision-making. Outside the office, he is a devoted family man who cherishes time spent with his wife and two daughters. Whether leading a high-performing team or enjoying outdoor pursuits, Isak remains dedicated to excellence and teamwork in every aspect of his life.