Meet Alex Lee, CBIA
Alex is a Salisbury native with a degree in Economics and Finance and a minor in Mathematics from Catawba College, where he also played on the Men’s Golf team. After a tenured career in analytics in the Healthcare IT space, Alex transitioned into insurance in 2022, bringing his problem-solving skills and strategic mindset with him.
Alex is married to his wife, Dr. Katelyn Lee, a dentist at Twin City Dentistry in Winston-Salem. Outside of work, Alex enjoys spending time with family, playing golf, running, and supporting the Carolina Panthers and Catawba College athletics.
About Alex
Professionally, Alex focuses on providing insurance solutions for both individuals and businesses. His specialties include coverage for dental practices, as well as personal insurance such as Home, Auto, Umbrella, and Life insurance. Alex prides himself on being accessible to his clients and always keeping safety as a top priority. Whether you need personal coverage or a tailored business solution, Alex ensures every client receives the guidance and protection they need.
With a focus on building lasting relationships, offering personalized service, and delivering peace of mind, Alex provides thoughtful, reliable insurance solutions that meet the unique needs of each client.
Areas of Focus
- Dental Practices
- Personal Insurance (Home, Auto, Umbrella, Life)
- Contractors
- Small Businesses
- Churches
Areas of Expertise: Dental Practices, Personal Lines (Home, Auto, Umbrella, Life), Contractors, Small Businesses, Churches.
