Lee joins Sendero® with over 15 years of comprehensive wealth management experience and a career built on focusing on client success. Prior to joining Sendero®, Lee gained valuable experience from her roles as Lead Financial Planner, Senior Financial Planner, Vice President Financial Advisor, and Wealth Manager. In these roles, she was responsible for building and managing client relationships, recommending investment solutions to help clients achieve their goals, coordinating financial strategies, and developing and managing new books of business.
As a Senior Portfolio Manager at Sendero®, Lee partners with our Investment Advisers to provide holistic financial advice to clients. Her enriched knowledge of financial planning, strong team mindset, and client-centric approach provide Lee with the necessary skills to build genuine client relationships while helping them achieve their financial goals.