Executive Team

  • Richie is the CEO of Lee Financial, a Dallas wealth management firm

    Richard ("Richie") Lee Jr., CFA, CFP®

    CEO & Founder

  • na Pingenot, CFP®, CLU® is the President of Lee Financial, a wealth management and fee-only financial planning firm in Dallas, Texas.

    Dana Pingenot, CFP®, CLU, CAP®

    President