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Vanessa 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.

Vanessa Lee, CPA, CFP®, is an 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.

Get in touch with Vanessa Lee, CPA, CFP®

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Advisors, Shareholders

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Mary Hardy, FPQP™

Client Service

Matt Schmack

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Client Service

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Advisors, Shareholders

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Client Service

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Robert Swift

Advisors, Shareholders

Rory Barnes

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Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

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Advisors, Retirement Plans, Shareholders

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Advisors, Shareholders

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

Steve Glassberg

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Tammy Morgan, FPQP™

Client Service, Shareholders

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane

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Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Lee, CPA, CFP®

Advisors