About Us
For over 45 years, Lee Financial’s mission has been to advise individuals, families and their businesses. We strive to help them make better choices about allocating their time and money to increase the probability of their success.
We apply business principles and logic to our client’s personal plan to help guide their decisions. Simply put, we aim to help our clients live better. It’s why we’re here.
We deliver confidence. Financial security. Indispensable advice. The ability to sleep at night.
Our Clients
As a client, we realize that you are unique and therefore deserve a unique approach designed specifically for you. Our method is not a formula or a static procedure, but an evolving process designed to maximize your available resources and to help you make decisions that will assist you in achieving your goals.
Our client base represents a wide range of motivated professionals and organizations nationwide— from physicians and corporate executives to entrepreneurs and non-profit organizations.
Our unique service is tailored to grow and evolve with our clients’ needs, serving young professionals early in their careers to those needing a family office.
Core Purpose
We offer our clients confidence. You will know where you are, where you are going, and how to reach your goals. We help our clients navigate critical financial decisions with objective advice.
Our Team
Richard "Richie" Lee, Jr., CFA, CFP®
Chief Executive Officer & Founder
Christie Williams, CFP®
President
William "Bill" Luckey, II
Chief Financial Officer, Business & Human Capital Strategist
Patricia Stoll
Chief Compliance Officer, HR Manager
Adrienne Anthony, CFP®
Senior Financial Planner
Alex Nickerson, CFP®
Financial Planner
Barbara Burris
Senior Partnership Accountant
Becky Welch
Operations Analyst
Ben Shae, CFP®
Director of Operations & Client Service
Dan Mauck, CFP®
Senior Financial Planner
Dan Peters
Director of Portfolio Management
Dana Packett
Operations Team Manager
Danny Boyce, CFA, CFP®
Director of Investments
Doug Jones, CFA
Director of Portfolio Management
Emily Smeltz
Associate Financial Planner
Eric Smith
Senior Investment Analyst
Jacob Odom
Senior Portfolio Manager
Jaime Boyles, CFP®
Director of Financial Planning
Jaryn Quick, CFP®
Financial Planner
Jason Romph
Senior Portfolio Manager
Jenny Armstrong, CFP®
Senior Financial Planner
Jodi Hacker
Client Service Associate
Justin Luddeke, CFP®
Senior Financial Planner
Kristi Parker
Operations Analyst
Lily Gallagher
Associate Financial Planner
Marco Rodriguez, CFA
Director of Research
Michele Bergeron, CFP®, MBA
Senior Financial Planner
Nic Gibson, CFP®
Senior Financial Planner
Raquel Mendoza
Records Analyst
Rick Drew, CFA, CPA
Family Capital Analyst
Ryan Coxe
Associate Portfolio Manager
Sarah Beattie
Executive Assistant
Sarah Henze, CFP®
Senior Portfolio Manager
Sherri Barber
Office Administrator
Shirley Ogden, CFA, CPA
Senior Investment Analyst
Theresa Jones
Office Administrator
Tracy Lee, CPA
Senior Accountant
Trey Waite, CFP®
Financial Planner
Interested in joining the Lee Financial team?
Click here for a list of current opportunities