Lee Financial Company, LLC

Jaime Boyles is a CFP® professional with 23 years of industry experience, currently affiliated with Lee Financial Company, LLC in Dallas, TX. He has been with Lee Financial Corporation since 1998. Lee Financial Company provides financial planning and discretionary portfolio management for individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm operates a team-based model with an Investment Committee and employs a WholeVision™ planning framework to integrate various aspects of client planning, offering both liquid and private investment options.

Benjamin Shae is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Lee Financial Company, LLC since 2009. Lee Financial Company provides financial planning and discretionary portfolio management for individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm uses a team-based model with an Investment Committee and employs a WholeVision™ planning framework to integrate various aspects of clients’ financial and personal goals.

Nicholas Gibson is a CFP® with 21 years of industry experience, currently serving at Lee Financial Company, LLC since 2004. Based in Dallas, TX, he holds Series 63 and Series 65 registrations. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm employs a team-based approach with an Investment Committee overseeing asset allocation and manager selection, and utilizes its WholeVision™ planning framework to integrate various client needs.

Ronald Jones is a CFA® charterholder with 21 years of industry experience. He has been with Lee Financial Company, LLC in Dallas, TX for 20 years. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm employs a team-based model with an Investment Committee overseeing asset allocation and manager selection, using a WholeVision™ planning framework to integrate various aspects of client needs.

Richard Drew is a CFA® charterholder with three years of industry experience. He has worked at Lee Financial Company, LLC since 2022 and previously held roles at Comsovereign Holding Corp. and ORYX Oilfield Holdings, LLC. He is also involved with Rad Joy, LLC, an outside business activity ongoing since 2016. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm employs a team-based approach with an Investment Committee overseeing asset allocation and manager selection, and uses a WholeVision™ planning framework to address a broad range of client needs.

Eric Smith is a financial advisor with Lee Financial Company, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Lee Financial Corporation since 2011. Outside of his advisory role, he is a contract and recording musician, occasionally performing guitar at church services and creating original music for licensing. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm employs a team-based model with an Investment Committee overseeing asset allocation and manager selection, and it offers a WholeVision™ planning framework that integrates various aspects of clients’ financial and personal goals.

Adrienne Anthony is a CFP® and holds a Series 65 license with 11 years of industry experience. She has worked at Lee Financial Company, LLC since 2022 and previously spent eight years at Murphy & Sylvest. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm operates a team-based model with an Investment Committee overseeing asset allocation and manager selection, and employs a WholeVision™ planning framework to address liquidity, income, growth, and tax considerations in client portfolios.

Christina Williams is a CFP® with 22 years of experience in the financial industry. She has been with Lee Financial Company, LLC since 2004 and holds a Series 63 license. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm employs a team-based model and utilizes an Investment Committee to oversee asset allocation and manager selection, offering a comprehensive planning framework and managing both liquid and private investment vehicles.

Matthew Den Bleyker is a financial advisor at Lee Financial Company, LLC with a Series 65 designation and four years of industry experience. He previously worked at Commerce Street Investment Management, Guidestone, Fund Evaluation Group, and Larry Thompson & Associates. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm employs a team-based model with an Investment Committee overseeing asset allocation and uses a WholeVision™ planning framework to address various client needs including liquidity, income, growth, and tax considerations.

Jaryn Quick is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Lee Financial Company, LLC since 2019. Prior to joining the firm, he worked at Texas A&M University - Commerce for four years. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm uses a team-based model with an Investment Committee and employs a WholeVision™ planning framework, integrating various aspects of client capital and goals.

Shirley Ogden is a CFA® charterholder with 25 years of industry experience, currently serving at Lee Financial Company, LLC since 1993. She also works part-time at Timothy Carmody CPA, focusing on income tax preparation, research, and consulting. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, utilizing a team-based model and an integrated planning framework. The firm also sponsors private funds and offers specialized services for complex family capital and estate coordination.

Ryan Coxe is a financial advisor at Lee Financial Company, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at RETC, Strong Capital, Dominus Commercial, and the Dallas Cowboys. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm employs a team-based model with an Investment Committee overseeing asset allocation and manager selection, and uses a WholeVision™ planning framework to integrate various aspects of clients’ financial and personal goals.

Alexander Nickerson is a CFP® with five years of industry experience. He has worked at Lee Financial Company, LLC since 2021 and was previously with Cypress Point Wealth Management from 2015 to 2020. He is based in Dallas, TX. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm uses a team-based model and an integrated planning framework to construct portfolios that address liquidity, income, growth, and tax considerations.

Daniel Peters is a financial advisor at Lee Financial Company, LLC in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lee Financial Corporation since 2009. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm uses a team-based model with an Investment Committee and a WholeVision™ planning framework, offering a range of services including retirement plan consulting and foundation management.

Michele Bergeron is a CFP® with 19 years of industry experience and currently serves as a financial advisor at Lee Financial Company, LLC. Her prior roles include positions at Lake Point Wealth Management and JP Morgan Securities. Outside of finance, she teaches spin cycling classes at LA Fitness. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm employs a team-based model with an Investment Committee and utilizes a WholeVision™ planning framework to integrate various aspects of clients’ financial and personal goals.