Church Organizers Foundation

Justin Lee is a financial advisor at Church Organizers Foundation with a Series 65 credential and three years of industry experience. Prior to joining the firm, he worked at Chick-fil-A, Inc. for two years and spent a decade in full-time education. Church Organizers Foundation serves individual clients, trusts, endowments, foundations, charitable organizations, and business entities, providing discretionary investment advisory, financial planning, and consulting services. The firm emphasizes tax-efficient, customized portfolios using fundamental analysis and formal asset allocation, and it operates as a nonprofit foundation offering reduced-rate or pro bono services to congregations and charities.

Anne Lee is a financial advisor at Church Organizers Foundation with a Series 65 designation and three years of industry experience. She has previously worked at Lee Law Office PLLC and Schroeder Investment Advisors, LLC. Church Organizers Foundation serves individual clients, trusts, estates, endowments, foundations, charitable organizations, and business entities, offering discretionary investment advisory, portfolio management, financial planning, and specialized consulting. The firm focuses on tax-efficient portfolio construction using individual bonds and equities, with an investment approach grounded in fundamental analysis, formal asset allocation, and risk management through bond maturity holdings.

Martin Lee is a financial advisor at Church Organizers Foundation with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2013. In addition to his advisory role, Lee serves as an intentional interim pastor at St. Matthew Lutheran Church & School. Church Organizers Foundation serves individual clients, trusts, estates, endowments, foundations, charitable organizations, and business entities, providing discretionary investment advisory, financial planning, and targeted consulting services. The firm emphasizes customized portfolios focused on tax efficiency and risk management, and it offers specialized stewardship and trust administration services for charitable organizations.