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Financial Planning > Behavioral Finance

Wilk, Lee join Creative Marketing group

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Mike Wilk, pictured at far left, and Jim Lee, at near left, have been inducted into Creative Marketing’s Tailor Made group. The elite group is made up of top-selling insurance and financial professionals nationwide who have met certain membership criteria.

Wilk, president and CEO of Five Rings Financial in Littleton, Colo., has been in the insurance business for more than 28 years. He started his own independent agency in 1990 and founded Five Rings Financial in 2004.

Lee, of Jim Lee Financial in Encinitas, Calif., has more than 25 years of experience as a licensed insurance professional. Lee specializes in creating customized solutions for each of his clients.

As Tailor Made members, Wilk and Lee will have access to customized service and assistance from a team of marketing consultants. They’re also eligible to receive specialized case development and design assistance not available to other agents.


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