Vanessa Burke Lee, CPA, CFP®
Valerie Farris, FPQP™NEXT
Addison Adelberg, 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.
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.
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.
University of ArizonaBachelor of Arts in History
University of ArizonaMaster 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