Vanessa Burke Lee, CPA, CFP® portrait

Vanessa Burke Lee, CPA, CFP®

Advisor

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.

Before joining TCI as an advisor, I had a successful career in public accounting as both a healthcare consultant and tax specialist. However, I wanted to help people beyond just doing their taxes and fell in love with the world of financial planning.

From young professionals just starting out, to families trying to make it all work, to someone at the sunset of their career and ready to retire, I put clients first and can help any person at any stage of their financial journey.
I encourage my clients to bring any financial issue they are discussing whether it’s tax planning, estate planning, financial education, or retirement planning. Together we will figure out what is best for their goals. As an experienced advisor, wife and mother of three boys, and active member of our community, I enjoy being able to share my life experiences and perspective to all aspects of financial planning. Helping my clients prosper helps bring meaning and purpose to my professional life.

Get in touch with Vanessa Burke Lee, CPA, CFP®

Vanessa's Financial Tip

No 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

    University of Arizona

    Bachelor of Arts in History
  • University of Arizona

    University of Arizona

    Master of Business Administration

Accreditations, Awards & Accolades

● 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

Vanessa's Picks

Hobbies & INTEREST

Hiking

Hiking

Gardening

Gardening

Traveling

Traveling

Blog Posts:

Learning to Love Long-Term Goals

Jan 18

2021 In Review

Jan 10

Revisiting Our Most Popular Blogs of 2021

Dec 20

Winter 2021 Newsletter

Dec 6

  • Advisors
  • Client Service
  • Operations
  • Retirement Plans
  • Shareholders

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Anita Denton, FPQP™

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Art Tellez

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Ashley Swift, MBA, FPQP™

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Aubree Jensen

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Ben Kappler

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Bentley Sanes

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Bethany Hustin

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Carolina Gillis

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Charlie Peck

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Cody Cassidy, CFP®

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Debbie Hixson, FPQP™

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Gladys Rice, FPQP™

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Jennifer Botz

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Jennifer Means, CFP®, FPQP™

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Joan Padar, FPQP™

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John Stephens, MD, MBA, CFA, CFP®

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Josh Cohen

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Josh Rennie, CFP®, AIF®

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Juan Sicco

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Justin Rodriguez, CFP®

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Justin Thomas, CFP®

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Kayla Marjanović

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Kelly Cox, FPQP™

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Ken Riebe

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Kim Peterson, FPQP™

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Kyle Larson, CFP®

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Lauren Janky, FPQP™

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Lauren Williams, CFP®

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Lily Styrmoe, CFP®, CSRIC™

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Marshall Riebe, FPQP™

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Mary Hardy-Means, FPQP™

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Matt Schmack, MBA

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Melissa Plenge, FPQP™

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Michael Grosso, CFP®

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Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan, CFA

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Miranda Soeder

Client Service

Missy Eddy, MBA

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Nicole Gaudioso, FPQP™

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Rachel McCullough

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Rina Johari

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Robert Swift

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Rory Barnes

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Roxanne L. Fickett, CTFA, AEP®, AAMS®

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Ryan Meredith

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Sam Swift, CFA, CFP®, AIF®

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Sarah Oxford

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Scott Styrmoe, MBA, CPA, CFP®

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Shane Abeshaus

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Shawn Williams

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Simone Gehner, LL.M

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Stephanie Sutterley, FPQP™

Client Service

Tammy Morgan, FPQP™

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Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

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Troy Chrane, CFP®, MSPFP

Advisor, Financial Planning Associate

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Burke Lee, CPA, CFP®

Advisor

Get in touch with Vanessa Burke Lee, CPA, CFP®