Vanessa Lee, CPA, CFP®
Valerie Farris, FPQP™NEXT
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.
Vanessa Lee, CPA, CFP®, is an Associate Advisor in our Scottsdale office. She earned a Bachelor of Arts in History and a Master of Business Administration from the University of Arizona. Prior to becoming a Certified Financial Planner™, Vanessa worked in public accounting as both a health care consultant and a tax specialist. Her extensive experience in these areas are invaluable to both the firm and our clients. The most rewarding part of her career is working with the TCI team to help her clients prosper and reach their financial life goals.
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. In her free time, Vanessa enjoys hiking, gardening and spending time with her husband, Brian, and their three sons.
6929 E Greenway Pkwy #150
Scottsdale, AZ 85254
Phone: (480) 991-0401
Fax: (480) firstname.lastname@example.org