Lee E Guerra


Lee E Guerra


Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Lee E Guerra
At work

At work

At work

Why I do what I do

Why I do what I do

I’m passionate about helping my members determine their financial goals. We work together to help create a plan based on their unique needs.

I serve members in…

Harlingen and South Texas.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, mutual funds and variable annuities.

I enjoy working with…

families, those approaching retirement and small-business owners.

I attended…

San Antonio College.

I am very proud of…

earning my FIC designation in 2009 and earned multiple President's Cabinet awards.

Before Modern Woodmen, I…

managed a large soft drink operation for 15 years.

I chose Modern Woodmen because…

I believe in the organization -- not only for how it supports members to help them reach their financial goals, but also for how it supports my community and allows me to give back.

The best part of my career is…

helping my members. Whether we're planning for their retirement or protecting their families with life insurance, I feel good knowing I helped make a positive impact on their lives.

A favorite moment in my career was when…

I understood just how important the plans I help with are. I facilitated a 401(k) rollover and set up a retirement plan for a member. Shortly after retirement, the member passed on. I was there to help the spouse set up an income stream from those assets. She is now financially secure.


The best part of my job is meeting new people and helping find solutions to their financial dilemmas.

“I’m passionate about helping my members determine their financial goals. We work together to help create a plan based on their unique needs.”
At home

At home

At home

My life outside of work

My family includes…

my wife, Barbara, my three boys, Christopher, Brian and Charles, and my beautiful granddaughter, Tiegan.

In my free time, you can find me…

working on my yard, at my granddaughter's sporting events and watching a good movie.

I’m passionate about…

my family and friends. I also love volunteering my time at Texas PTA helping every child reach their potential.

My greatest blessing is…

the love of my family and my health.

My personal motto is…

"The people around you matter." No matter what you do in life, your ability to succeed will be largely dependent on your ability to work with people. The people you surround yourself with, family, friends or co-workers, will ultimately be the principal determinant in the course your life will take.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

the past 29 years.

What I like best about my community is…

the loving and caring people. People are genuine and help each other.

I’m a member of…

Texas PTA. I serve as director at large on the board of directors at Texas PTA.

My favorite volunteer activities are…

activities where I can make a difference in the education of parents, teachers and children. I'm trying to make sure every child in Texas has the best opportunity to get educated and succeed.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

volunteering alongside other Modern Woodmen members.

My favorite memory from a fraternal event is…

when we raised $18,000 by hosting a Texas barbecue. The young boy had cancer, and the funds raised helped offset medical expenses.

Current insights

Current insights

Are you ready to take a step towards a secure financial future? I can help.


Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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