Vanessa Lee, CPA, CFP®
Valerie Farris, FPQP™NEXT
Vanessa Lee, CPA, CFP® is an Associate Advisor at TCI Wealth Advisors and has worked in financial services for over 20 years. After several years as a tax preparer and planner, Vanessa realized her true passion was to help people with their financial lives and became a Certified Financial Planner®. She earned her Bachelor of Arts degree in History and an MBA from the University of Arizona.
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) 991-0574Vanessa.Lee@tciwealth.com