Vanessa Lee, CPA, CFP®
Roxanne L. Fickett, CTFA, AEP®, AAMS®NEXT
Scott Styrmoe, CPA, CFP®
Vanessa Lee, CPA, CFP® is a Senior Paraplanner at TCI Wealth Advisors and has worked in financial services for over 20 years. After several years as a tax preparer and planner, Vanessa realized her true passion was to help people with their financial lives and became a Certified Financial Planner®. She earned her Bachelor of Arts degree in History and an MBA from the University of Arizona.
Vanessa is a board member of the Greater Phoenix Financial Planning Association, as well as a member of the Foundation Board and Investment Committee at her local church. She has also served as a Sunday school teacher, Cub Scout den leader and treasurer for the Madison Meadows PTO.
In her free time, Vanessa enjoys hiking, gardening and spending time with her husband, Brian, and their three sons.
Phone: (480) 991-0401
Fax: (480) 991-0574Vanessa.Lee@tciwealth.com