Vanessa Burke Lee, MBA, CPA, CFP®, CFT™
Advisor, Shareholder
Advisor, Shareholder
Troy Chrane, CFP®, MSPFP
Addison Adelberg, CFP®, FPQP™
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.
University of Arizona
BA in History & Political ScienceUniversity of Arizona
Master of Business Administration● CPA – Certified Public Accountant
● CFP® – Certified Financial Planner®
● Past Board Member of the Greater Phoenix Financial Planning Association
● Member of Church Foundation Board and Investment Committee
Hiking
Gardening
Traveling
6929 E Greenway Pkwy #150
Scottsdale, AZ 85254
Phone: (480) 991-0401
vanessa.lee@tciwealth.com