Client Relationship Specialist
As a client relationship specialist in Buckingham Strategic Wealth’s Indianapolis office, Lee ensures that each client is received in a friendly manner and leaves having had a positive experience. Her responsibilities include supporting the office’s planning and accounting departments, as well as gathering information for prospective clients and scheduling.
Lee previously worked for State Farm Insurance and attended Indiana University – Purdue University Indianapolis.
Outside her role at Buckingham, Lee enjoys spending time with family and friends, biking and working with a community youth group.