I have been managing our firm's office since 2001. I take great pride in running a professional and efficient office and responding to all of our clients and potential clients in a timely manner. I schedule appointments allowing plenty of individual time for questions while making sure that we do not overbook appointments out of respect for our clients time.
Prior to joining Lee Wealth Management, I was the Florida Marketing Liaison for Chase Manhattan Private Bank and JP Morgan Private Bank headquartered in Palm Beach. When Randy needed someone to temporarily "help" in the office I joined him on a temporary basis. I am still here 25 years later!
I am a health nut!! I love to spend my off hours actively working out, e-bike riding, kayaking, paddle boarding, traveling, orchid gardening and taking my little rescue dog to the park or beach. I am a Tequesta, FL resident and have been married to an amazing guy (Randy Lee) for more than 34 years. My beautiful adult daughter who lives in CO is the light of my life!