Lee Przybyla, CFP^® 

Serving as the strategic and technical leader of the firm’s financial planning services, Lee elevates both the client and advisor experience. She combines her leadership skills, technical knowledge, and collaborative execution techniques to ensure clients receive consistent, high-quality, values-aligned planning. By overseeing the delivery of sophisticated strategies in areas such as retirement, estate, tax, philanthropy, and business succession, Lee helps enhance firm reputation, drive advisor capacity, and strengthen client relationships.

With nearly two decades of comprehensive wealth management experience, Lee has built a reputation for cultivating genuine client relationships while helping them achieve their financial goals. In her role as Vice President of Financial Planning, Lee serves as a firmwide thought leader and a hands-on technical resource, guiding investment advisors in optimizing planning processes, integrating technology, and embedding planning into client onboarding and ongoing advisory relationships. Lee is a valued leader within Sendero^®, directly contributing to plan development, training, and process innovation.

Lee joined Sendero^® in 2023 as Senior Portfolio Manager. She was promoted to Director of Financial Planning in 2025 and subsequently elevated to Vice President of Financial Planning later that same year. Lee’s deep knowledge of financial planning, collaborative mindset, and unwavering commitment to client success equip her to deliver meaningful outcomes for both clients and advisors. Lee graduated from the University of Illinois with a Bachelor of Science in Finance and is a CERTIFIED FINANCIAL PLANNER™ (CFP^®).