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Vanessa Lee, CPA, CFP®

Advisor

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.

Get in touch with Vanessa Lee, CPA, CFP®

  • Advisors
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  • Retirement Plans
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Lauren Williams

Client Service

Lauren Cerato

Client Service

Addison Adelberg

Client Service

Matt Schmack

Client Service

Chad Lawyer

Client Service

Cody Cassidy

Client Service

Lily Styrmoe

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Joan Padar

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Josh Rennie

Client Service

Bentley Sanes

Operations

Debra Painter

Client Service

Ava Clare Cassidy

Operations

Kelly Cox

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Jennifer Botz

Client Service

Justin Rodriguez, CFP®

Client Service

Craig Coltharp

Client Service

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Vanessa Lee, CPA, CFP®

Advisors

Scott Styrmoe, CPA, CFP®

Advisors, Shareholders

Marshall Riebe, FPQP™

Operations

Gina Klement

Client Service

Rory Barnes

Operations

Shawn Williams

Client Service

Art Tellez

Operations, Shareholders

Ashley Swift, MBA, FPQP™

Client Service

Dawnette Sweet, FPQP™

Client Service

Stephanie Sutterley, FPQP™

Client Service

Christina Slater, FPQP™

Client Service

Gladys Rice, FPQP™

Client Service

Kim Peterson, FPQP™

Client Service

Charlie Peck

Operations

Valerie Farris, FPQP™

Client Service, Retirement Plans

Catherine Nichols, J.D.

Operations, Shareholders

Jen Nevenhoven

Operations

Tammy Morgan, FPQP™

Client Service

Jennifer Means, CFP®, FPQP™

Advisors

Kyle Larson

Client Service

Melissa Klemp, FPQP™

Client Service

Aubree Jensen

Operations

Tracy Sanes, FPQP™

Operations

Debbie Hixson, FPQP™

Client Service

Rebecca N. Hebert, CEP®, FPQP™

Client Service

Mary Hardy, FPQP™

Client Service

Nicole Gaudioso, FPQP™

Client Service

Missy Eddy

Operations

Alice DeWitt

Operations

Anita Denton, FPQP™

Client Service

Janelle Chugg, FPQP™

Operations

Liz Claridge, FPQP™

Operations

Lea Brown, FPQP™

Client Service

Scott Bennett

Client Service

Shane Abeshaus

Operations

Sam Van Denburgh, CFP®

Advisors

Justin Thomas, CFP®

Advisors, Shareholders

Sam Swift, CFA, CFP®, AIF®

Advisors, Retirement Plans, Shareholders

Robert Swift

Advisors, Shareholders

Mike Sullivan, CFA

Advisors, Shareholders

John Stephens, MD, CFA, CFP®

Advisors, Shareholders

Dana Sandoval, CFP®

Advisors

Ken Riebe

Advisors, Shareholders

Hank Peck, CFP®, AEP®, CPFA

Retirement Plans

David Niichel, CFP®

Advisors, Shareholders

Doug Nelson, CPA, PFS

Advisors, Shareholders

Bill Moss, CPA/PFS

Advisors, Shareholders

Guy Holman, CFP®

Advisors, Shareholders

Michael Grosso, CFP®

Advisors, Shareholders

Marc Campbell, CFP®

Advisors, Shareholders

Lori Booth-Houle, CPA, CFP®

Advisors, Shareholders

Mickey Abeshaus, MD, CFP®

Advisors, Shareholders