Institute of Certified Financial Planners

							Duane E. Lee, II

Accredited Fiduciary Investment Manager, Center for Fiduciary Studies
Accredited Investment Fiduciary, Center for Fiduciary Studies
Certified 401(k) Advisor, American Institute of Retirement Planners, Inc.
Certified Corporate Trust Specialist, Institute of Certified Bankers/ABA
Certified Fiduciary & Investment Risk Specialist, Cannon Financial Institute, Inc.
Certified Financial Services Auditor, National Association of Financial Services Auditors
Certified Flight Instructor, Federal Aviation Administration
Certified Fund Specialist, Institute of Business & Finance
Certified IRA Services Professional, Institute of Certified Bankers/ABA
Certified Retirement Administrator, International Foundation for Retirement Education
Certified Retirement Counselor, International Foundation for Retirement Education
Certified Retirement Plan Specialist, Cannon Financial Institute, Inc.
Certified Retirement Planner, American Institute of Retirement Planners, Inc.
Certified Retirement Services Professional, Institute of Certified Bankers/ABA
Certified Rollover Investment Advisor, American Institute of Retirement Planners, Inc.
Certified Securities Operations Professional, Institute of Certified Bankers/ABA
Certified Securities Processing Master: Securities Operations, Securities Operations Institute
Certified Securities Processing Master: Corporate Actions, Securities Operations Institute
Certified Securities Processing Master: Derivatives Processing, Securities Operations Institute
Certified Securities Processing Master: Fixed Income Operations, Securities Operations Institute
Certified Securities Processing Master: International Operations, Securities Operations Institute
Certified Trust & Financial Advisor, Institute of Certified Bankers/ABA
Certified Trust Examiner, Conference of State Bank Supervisors
Certified Trust Operations Specialist, Cannon Financial Institute, Inc.
Chartered Fiduciary Service Auditor, CFSA Professional Development Program
Chartered Retirement Plan Specialist, College for Financial Planning
Chartered Retirement Planning Counselor, College for Financial Planning
Commissioned National Trust Examiner, Office of the Comptroller of the Currency
Series 6,7 & 63 Licenses, National Association of Securities Dealers (expired)

Executive Vice President, Cannon Financial Institute, Inc., Athens, Georgia.

B.S., Finance, Investments and Banking, University of Illinois; A.S., Real Estate, Triton College; M.B.A.,
Investment Analysis and Portfolio Management, DePaul University. He has also received his Basic and
Standard Certificates in Trust Banking from the American Institute of Banking, and is a graduate of the
National Trust School at Northwestern University.

Prior to joining Cannon, Duane was employed by M&T Bank in Buffalo, New York as Administrative
Vice President. His responsibilities included senior management of Personal Trust, Institutional Custody,
Employee Benefits, Corporate Trust, Mutual Fund Administration and Sales, as well as, Operations.
Prior to joining M&T Bank, he was employed by the United Bank of Illinois as Senior Vice President and
head of the Trust and Investment Division performing Trust services throughout all seven member banks
of the Holding Company. Prior to joining United Bank, he was employed by the Office of the
Comptroller of the Currency as a National Trust Examiner.

He has written articles appearing in Trust & Estates Magazine, Bank Administration Magazine and Risk
Management Magazine.

Duane is also a licensed Commercial Pilot and a Flight Instructor.