Our Philosophy:
Our investment philosophy is centered around disciplined long-term wealth management tailored to your unique financial goals. We prioritize a balanced approach, combining strategic asset allocation with active risk management to help preserve and grow your wealth over time. Our team is committed to transparency, research-driven insights, and adaptability helping ensure your portfolio remains aligned with both market opportunities and your evolving financial needs. We believe in partnering with you through every stage of your financial journey, prioritizing sustainable growth, resilience, and trust.
Ben Birk is a Managing Partner at Birk & Lee Wealth Management of Wells Fargo Advisors Financial Network with over 20 years of experience in the financial services industry. Ben received the CERTIFIED FINANCIAL PLANNER® professional designation in 2006.
He is committed to helping manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. He takes a long-term investment approach by helping clients develop and implement strategies that align with their unique needs and investment goals, while delivering honest and objective advice.
Ben received his bachelor's degree in finance from the University of Minnesota’s Curtis L. Carlson School of Management in 2001 and played professional baseball prior to joining the team.
Outside of the office Ben enjoys working out, playing golf, and coaching his children’s sports teams. Ben and his wife Dana live in Eagan with their three children, Charlie, Evie and Wynnie.
CA Insurance License 0M08411 | Resident State MN
SD Insurance License 40693503
Reilly is a Managing Partner at Birk & Lee Wealth Management of Wells Fargo Advisors Financial Network, having joined the team in 2015 after graduating with a Bachelor of Business Administration in Finance, Investments and Banking from the University of Wisconsin School of Business.
His primary focus and dedication is providing clients with an in-depth financial analysis of their financial positioning and performance. In addition, Reilly specializes in investment, insurance, retirement and legacy/estate planning strategies, to help meet the often-complex needs of our high-net-worth clients.
When he’s not at work, Reilly enjoys skiing and college football. He is passionate about traveling and experiencing new adventures. He and his fiancé Bailey live in Minneapolis.
We are pleased to announce that Reilly has been named to the 2025 Forbes Top Next-Gen Wealth Advisors* list.
*2025 Forbes Top Next-Gen Wealth Advisors: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (aka America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
CA License 0L36525 | Resident State MN
SD License 40693499
Susan Bay, CFP®
Senior Registered Client Associate
Email Address
[email protected]Phone Number
(612) 431-1958A seasoned registered client associate, Susan brings over 12 years of industry experience to the team. She joined Wells Fargo Advisors Financial Network in 2019. Susan helps with investment account service and helps ensure compliance with industry regulations and procedures. She provides support to both our clients and financial advisors, and she helps makes certain we deliver what we promise. Susan excels at resolving issues.
Susan received her Bachelor of Individualized Studies degree from the University of Minnesota. She holds the Series 7 and 66 registrations as well as Life, Accident and Health licenses. She is also a CERTIFIED FINANCIAL PLANNER® professional.
Susan and her husband, Damon, live in Saint Louis Park. They have two adult children and two beautiful granddaughters. Susan enjoys live music, hiking, biking, and baking.
CA Insurance License 4037816 | Resident State MN
SD Insurance License 40571939
Christine oversees office operations and provides client support for the team. She brings solid communication and customer service skills from her prior roles in executive outplacement, financial services and marketing, and has been in a Client Associate role at Wells Fargo Advisors Financial Network for almost a decade. She is responsible for money movement, account opening and maintenance, scheduling, meeting preparation, social media marketing, website management, and event planning. She helps ensure that our clients are exceptionally well-satisfied with their investment experience and keeps the wheels rolling on the team bus. Christine has a B.A. in Communications from Calvin University.
Christine is the proud mother of two adult daughters and one mischievous rescue dog. Outside of work she enjoys traveling, bike rides, attending concerts and spending time with family. She and her fiancé Greg live in Victoria.
