Lee Moser | Modern Woodmen Financial Representative

Lee Moser

FICF

Lee Moser

FICF

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 Moser
At work

At work

At work

Why I do what I do

Why I do what I do

I’m passionate about helping people in any manner, especially achieving their financial goals and dreams.

I serve members in…

I serve members in Michigan, Arizona, Florida, Illinois, Indiana and South Carolina.

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…

a variety of people: small-business owners, individuals approaching retirement and young families who are just starting their financial planning.

I attended…

Kellogg Community College and Aquinas College.

I am very proud of…

the fact that every day I get to sit down and help people protect their families or businesses with life insurance, and that I can help them plan for retirement.

Before Modern Woodmen, I…

graduated college with a teaching degree but couldn’t find a teaching job. I was fortunate to land a job opportunity on a large crop farm, where I worked until I started my financial services practice with Modern Woodmen.

I chose Modern Woodmen because…

of our fraternalism. When I was about 12, my former regional director and his wife showed up at my mom's house with hats, coats and gloves for my sisters and me. That simple act of kindness stuck with me. When I had the opportunity to become a representative with Modern Woodmen, I knew I wanted to be part of this organization.

The best part of my career is…

the relationships. I have the opportunity to build meaningful relationships with people every day.

A favorite moment in my career was when…

I delivered my first death claim. Once you deliver a death claim to a family, you instantly understand the power of life insurance and what it does for families. That money you bring to the family can't bring their loved one back, but it can pay off a mortgage, replace income, put kids through college and create a legacy for the loved one who’s no longer here.

“I serve members in Michigan, Indiana, Illinois, Florida, South Carolina, and Arizona.”
At home

At home

At home

My life outside of work

My family includes…

my mom, Julie; dad, Dan; sisters, Danielle and Ashley; and brother-in-law, Chris. I also have a beautiful wife, Heather; and children Mack, Leni and Rexi.

In my free time, you can find me…

golfing, hunting, attending sporting events or working in the yard.

I’m passionate about…

my group of close friends that Heather and I spend a lot of time with.

My greatest blessing is…

my family. My mom showed me compassion is an important part of life and my father showed me what work ethic was about.

My personal motto is…

"Dream bigger!"

Community impact

In the community

In the community

My local community impact

I have lived in my community…

my entire life.

What I like best about my community is…

the amazing people.

I’m a member of…

the Decatur Chamber of Commerce, Decatur Downtown Development Authority, Three Rivers Downtown Development Authority, NAIFA, NAIFIC and Pheasants Forever.

My favorite volunteer activities are…

any that allow me to work with kids and my community!

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

Matching Fund projects to raise money for people in need.

My favorite memory from a fraternal event is…

when we raised more than $7,000 to provide a memorial sign for a mother and daughter at our school and a brand new welcome sign for our town.

Featured story

Featured story

Featured Story Image

Giving back to local veterans

Helping local veterans is important to me. I wanted to involve my local chapter. My high school friend Matt, a former sniper in the Marines, and I created a golf outing. Now in its third year, we have raised over $25,000 for veterans and their families. When we learned that roughly 25% of the people that Feeding America assists are veterans and their families, we decided to earmark the funds raised to help those military families. Modern Woodmen’s Matching Fund program has enabled us to further increase our impact. With the success of the golf outing, Matt also decided to create Section Collection. It's held every year to collect food, clothing, and toiletries for local military families. Last year his event collected an entire semi-truck of donations. We delivered the donations to our local vets and the Silver Start apartments, which house veterans.

Current insights

Current insights

Ready to declutter your finances? Here are five tips to spring clean your budget. 1. Conduct your own expense audit. Go through the last one to three months of expenses and locate potential wasteful spending. 2. Cancel or reduce subscriptions. Ask yourself if there are any you can downgrade. 3. Set spending caps. Set limits on a few categories – like eating out, shopping or coffee runs – to remain flexible. 4. Map out irregular expenses. Put money aside for things like car repairs, gifts, home maintenance and travel to prepare for the future. 5. Set one budget goal per month. Examples include reducing food delivery by $80, paying off a bill or building an emergency cushion.

Did you or your student apply for one of the 2026 Modern Woodmen scholarships? Winners will be notified in April. Best of luck and keep following your dreams!

All in for Education | Modern Woodmen

Are you All in for Education? In the first quarter, we're focusing on supporting student mental wellness, nutrition and safe physical spaces through projects like sensory item donations, healthy snacks, and classroom or playground upgrades. Have ideas on how to support local schools? Drop them below! Learn more:

Don't leave your finances to luck. I can help you develop a personalized plan. Let's talk.

Contact

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 and advisory services offered through MWA Financial Services Inc., a Registered Investment Adviser and 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 or offer all products or services. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

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