Lee joined the firm in May of 2016 with a strong Accounting and payroll background. She assists all Advisors and Clients with all Contributions, Distributions and Journals. Lee also updates all beneficiary information, and processes all Power of Attorney and Full Trading Authorizations. In addition, she assists with account house-holding, combined statements and Account View. Lee lives in Baton Rouge with her husband Chris, and their 3 children. She enjoys cooking, shopping and walking her two dogs.