Vanessa Burke Lee, MBA, CPA, CFP®, CFT™
Advisor, Shareholder
TCI offices will close at 12:00 PM on Friday, March 6 in recognition of Employee Appreciation Day. We will resume regular business hours on Monday, March 9.
Advisor, Shareholder
Valeria Larreategui
Aaron Seese
Whether it’s working with a young client just starting their working life through our TCI Foundation or guiding a couple through their retirement years, I feel passionate about helping people feel a sense of security about their financial future.
When working with clients, I draw from both my professional expertise and personal experience to provide steady, objective guidance through every stage of life. I enjoy forging meaningful relationships with clients by partnering together to make informed investment decisions that will help them accomplish their goals. It is deeply fulfilling to be a part of these journeys, and I am energized by watching clients achieve what matters most to them.
Having raised three boys and cared for aging parents, I have firsthand insight into the emotional and family dynamics that can influence financial decisions. This perspective, along with my professional background, allows me to offer thoughtful guidance on everything from cash flow and tax planning to retirement strategies, helping clients navigate both the technical and personal aspects of their financial lives.
Outside of work, my husband, Brian, and I are embracing life as empty nesters by traveling, hiking and exploring national parks.
I am proud to be with an organization that truly cares for our clients beyond just helping them develop a financial plan. We are there for our clients and their families through their major life events.
6929 E Greenway Pkwy #150
Scottsdale, AZ 85254
Phone: (480) 991-0401
vanessa.lee@tciwealth.comNo matter how much you plan, surprise expenses are inevitable. Budget for these unexpected expenses – as well as costs like property taxes and household maintenance costs – that may go up dramatically during retirement. Inflation and rising prices can also eat away at your retirement funds – so be planning for it.
Education
University of Arizona
BA in History & Political Science
University of Arizona
MBAAccreditations, Awards & Accolades
Hobbies & INTEREST
Hiking
Gardening
Traveling
Aaron Seese
OperationsAdam Sullivan
AdvisorAddison Adelberg, CFP®
AdvisorAdrian Sandoval
OperationsAlice DeWitt
Operations, ManagementAmy Richardson, CFP®, CWS®, MBA, CPWA®
Shareholder, ManagementAnaleise Trevillyan
Client ServiceAndrea Frazer, CFP®
Financial Planning AssociateAndrew Riebe
Client ServiceAnita Denton, FPQP™
Client ServiceArt Tellez
Shareholder, ManagementAshley Boykin
Financial Planning AssociateAshley Swift, MBA, FPQP™
Shareholder, ManagementAubree Jensen, MBA
Shareholder, ManagementBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceBill Moss
Tci EmeritusBrad Hostetler
Financial Planning AssociateCarolina Gillis
OperationsCasey O’Donovan, CFP®
AdvisorCatherine Nichols, J.D.
Tci EmeritusCharlie Peck
Shareholder, ManagementCheri Bustamante
OperationsCody Cassidy, CFP®
Advisor, ShareholderConnie Chan
Financial Planning AssociateConnor Conine, MBA
Client ServiceConnor Sullivan
OperationsCraig Coltharp, FPQP™
Client ServiceDanielle Burgess
Client ServiceDanielle Larcom
OperationsDawnette Sweet, FPQP™, CEP®
Client Service, ShareholderDebbie Hixson, FPQP™
Shareholder, ManagementDevon Brown
Client ServiceDouglas L. Nelson, CPA, PFS
Advisor, ShareholderDylan Gibson
OperationsEden Bailey, FPQP™
Client ServiceGuy Holman, CFP®
Advisor, ShareholderHailey Pakkala
Client ServiceHank Peck
Tci EmeritusHayley Malone, CPA
Financial Planning AssociateHeather Skay
Client ServiceIsaac Walshaw, CFP®
Financial Planning AssociateJack Kilkenny
OperationsJen Nevenhoven
Shareholder, ManagementJennifer Means, MBA, CFP®
Advisor, ShareholderJennifer Olson
ManagementJerico Maddela, MBA, CFP®, AIF®, CWS®
AdvisorJessica Nelson, PhD, LMFT
ManagementJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Baird
OperationsJosh Fisher
Client ServiceJosh Rennie, MBA, CFP®, AIF®
AdvisorJuan Sicco, CFA
Financial Planning AssociateJustin Rodriguez, CFP®
Advisor, ShareholderJustin Thomas, CFP®
Advisor, ShareholderKayla Marjanović
OperationsKelly Cox, FPQP™
OperationsKelly Weber
Client ServiceKen Riebe
Advisor, ShareholderKenzie Trusela
Client ServiceKim Peterson, FPQP™
Client ServiceKristen Zaitz
Client ServiceKristofer Lyons, CFP®, CWS®, ChFC®, CAP®
AdvisorKyle Larson, CFP®
Advisor, ShareholderLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®, MBA
Advisor, ShareholderLily Graves, CFP®, CSRIC™
Advisor, ShareholderLisa Reinhardt
Client ServiceLori Booth-Houle
Tci EmeritusLuis Yanez
Financial Planning AssociateMaggie Puig
OperationsMakayla Maher
Client ServiceMarshall Riebe, M.S., FPQP™
AdvisorMary Hardy-Means, FPQP™
Client ServiceMatt Schmack, MBA
Client ServiceMelissa Plenge, FPQP™
ManagementMichael Grosso, CFP®
Advisor, ShareholderMichael Preis, CFA®
ManagementMichaela Pettijohn
OperationsMickey Abeshaus, MD, CFP®
Advisor, ShareholderMike Sullivan
Tci EmeritusMiranda Soeder, FPQP™
Client ServiceMissy Eddy, MBA
Shareholder, ManagementNicole Gaudioso, FPQP™
OperationsRob Rynders, CFP®, CAP®
AdvisorRobbie Petrillo, QPA™, QKA®
AdvisorRobert Swift
Tci EmeritusRory Barnes
OperationsRyan Halvorson, CFP®
Advisor, ShareholderSam Gomez
Client ServiceSam Swift, CFA, CFP®, AIF®
Advisor, Shareholder, ManagementSarah Oxford, FPQP™
Client ServiceSaul Lopez
OperationsScott Bennett, CFP®
Advisor, ShareholderScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderShane Abeshaus
OperationsSimone Gehner, LL.M, IACCP®
Shareholder, ManagementSkylar Robles
Client ServiceStephanie Sutterley, FPQP™
Client ServiceTara Murphy
OperationsThomas Savage
Financial Planning AssociateTom Logan, CFP®
Financial Planning AssociateToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
AdvisorValeria Larreategui
Client ServiceVanessa Burke Lee, MBA, CPA, CFP®, CFT™
Advisor, Shareholder6929 E Greenway Pkwy #150
Scottsdale, AZ 85254
Phone: (480) 991-0401
vanessa.lee@tciwealth.com