Vanessa Burke Lee, MBA, CPA, CFP®, CFT-I™
Advisor, Shareholder
Advisor, Shareholder
Troy Chrane, CFP®, MSPFP
Addison Adelberg, CFP®, 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 grown sons, 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.
6929 E Greenway Pkwy #150
Scottsdale, AZ 85254
Phone: (480) 991-0401
vanessa.lee@tciwealth.comNo 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
BA in History & Political ScienceUniversity of Arizona
Master of Business AdministrationAccreditations, 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
Hobbies & INTEREST
Hiking
Gardening
Traveling
Addison Adelberg, CFP®, FPQP™
Financial Planning AssociateAdrian Sandoval
OperationsAlice DeWitt
OperationsAmy Richardson, CFP®, CWS®, MBA
Client ServiceAndrea Frazer, CFP®
Financial Planning AssociateAndrew Riebe
OperationsAnita Denton, FPQP™
Client ServiceArt Tellez
Client Service, ShareholderAshley Swift, MBA, FPQP™
Operations, ShareholderAubree Jensen, MBA
Operations, ShareholderBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceBill Moss
Tci EmeritusBritteny Battle, MBA, FPQP®
Client ServiceCarolina Gillis
OperationsCharlie Peck
Operations, ShareholderCheri Bustamante
OperationsChristina Slater, MBA, FPQP™
Client ServiceCody Cassidy, CFP®
Advisor, ShareholderConnie Chan
Financial Planning AssociateConnor Sullivan
OperationsCraig Coltharp, FPQP™
Client ServiceDanielle Larcom
OperationsDawnette Sweet, FPQP™, CEP®
Client Service, ShareholderDebbie Hixson, FPQP™
Client Service, ShareholderDevon Brown
Financial Planning AssociateDouglas L. Nelson, CPA, PFS
Advisor, ShareholderEden Bailey, FPQP™
Client ServiceGladys Rice, CEP®, FPQP®
Client ServiceGuy Holman, CFP®
Advisor, ShareholderHank Peck
Tci EmeritusHeather Skay
Client ServiceJack Kilkenny
OperationsJen Nevenhoven
Operations, ShareholderJennifer Means, MBA, CFP®
Advisor, ShareholderJennifer Olson
Client ServiceJessica Nelson, PhD, LMFT
Financial Planning AssociateJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Cohen
OperationsJosh Rennie, MBA, CFP®, AIF®
AdvisorJuan Sicco
OperationsJustin Rodriguez, CFP®
Advisor, ShareholderJustin Thomas, CFP®
Advisor, ShareholderKayla Marjanović
OperationsKelly Cox, FPQP™
OperationsKelly Weber, FPQP™
Client ServiceKen Riebe
Advisor, ShareholderKenzie Trusela
Client ServiceKim Peterson, FPQP™
Client ServiceKristen Zaitz
Client ServiceKyle Larson, CFP®
Advisor, ShareholderLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®, MBA
Advisor, ShareholderLily Styrmoe, CFP®, CSRIC™
Advisor, ShareholderLisa Reinhardt
Client ServiceLori Booth-Houle
Tci EmeritusLuis Yanez
Financial Planning AssociateMarshall Riebe, FPQP™
Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack, MBA
Client ServiceMelissa Plenge, FPQP™
Client ServiceMichael Grosso, CFP®
Advisor, ShareholderMickey Abeshaus, MD, CFP®
Advisor, ShareholderMike Sullivan
Tci EmeritusMiranda Soeder, FPQP™
Client ServiceMissy Eddy, MBA
Operations, ShareholderMorgan Bell, FPQP™
Client ServiceNicole Gaudioso, FPQP™
OperationsRob Rynders, CFP®
Financial Planning AssociateRobert Swift
Tci EmeritusRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceRyan Halvorson, CFP®
AdvisorRyan Meredith
Financial Planning AssociateSam Gomez
Client ServiceSam Swift, CFA, CFP®, AIF®
Advisor, Retirement Plans, ShareholderSarah Oxford, FPQP™
Client ServiceScott Bennett, CFP®
Advisor, ShareholderScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M, IACCP®
Operations, ShareholderSkylar Robles
Client ServiceStephanie Sutterley, FPQP™
Client ServiceTom Logan
Financial Planning AssociateToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
AdvisorVanessa Burke Lee, MBA, CPA, CFP®, CFT-I™
Advisor, Shareholder6929 E Greenway Pkwy #150
Scottsdale, AZ 85254
Phone: (480) 991-0401
vanessa.lee@tciwealth.com