Jaylin Lee | Financial Advisor
As a Financial Advisor with Shoemaker Financial, I help individuals and families make informed financial decisions and create strategies designed to support their long-term goals. Whether you're starting your career, growing your family, building wealth, or preparing for retirement, my goal is to provide guidance that helps you move forward with confidence.
I especially enjoy working with young professionals, newly married couples, and young families as they navigate some of life's biggest financial decisions. Whether it's building a budget, managing debt, creating an emergency fund, purchasing a home, or starting an investment strategy, I enjoy helping clients gain clarity and confidence in their financial future.
Too often, people believe they need to have a certain amount of money before working with a financial advisor. I don't believe that's true. Some of the most important financial decisions are made early in life. Whether you're paying off student loans, building savings, or simply trying to get organized financially, having a plan can make a meaningful difference. Many of my clients aren't looking for complicated financial strategies. They're looking for a trusted resource to help them make smart decisions today while working toward their future goals.
My planning philosophy is holistic because every financial decision is connected. Rather than looking at investments, insurance, retirement planning, and everyday finances separately, I believe clients benefit most from a strategy that considers the complete picture. I take a collaborative approach and work alongside clients to develop solutions that fit their goals, priorities, and values.
I also enjoy helping individuals navigate unique financial opportunities, including planning considerations surrounding Name, Image, and Likeness (NIL) compensation. From taxes and cash flow to investing and liquidity, having a thoughtful strategy can help create long-term benefits beyond the immediate opportunity.
I joined Shoemaker Financial in 2025 after earning a Bachelor of Business Administration in Finance from the University of Memphis. I hold my Series 7 and Series 66 securities registrations, as well as my Life & Health insurance license.
Outside the Office
When I'm not working with clients, you'll likely find me spending time with friends and family, staying active, visiting the lake, or following football, basketball, and soccer. I am also involved with the local Ronald McDonald House, serve as an assistant coach for the 6th-grade boys basketball team at St. George's Independent School, and play on the Shoemaker Financial Rec Basketball Team.
Clients are often surprised to learn that I collect both vinyl records and matchbooks.
Frequently Asked Questions
Do you work with young professionals and newly married couples?
Absolutely. Many of my clients are navigating important financial decisions for the first time, whether that's paying off student loans, saving for a home, building an emergency fund, combining finances after marriage, or starting to invest.
I'm just getting started. Do I need a certain amount of money to work with a financial advisor?
Not at all. Financial planning isn't just for people who have already accumulated wealth. Whether you're managing debt, building savings, or taking your first steps toward investing, having a plan can help you move forward with confidence.
What financial considerations come with NIL opportunities?
NIL compensation creates exciting opportunities, but it also introduces important planning considerations. Understanding taxes, managing cash flow, maintaining liquidity, and creating an investment strategy can help individuals make the most of those opportunities while preparing for the future.
What can clients expect when working with you?
I want clients to leave every meeting feeling comfortable, informed, and confident in the path ahead. My goal is for clients to know they have someone they can trust and a clear sense of direction as they work toward their financial goals.