Employees
At Lee Financial Corporation, we are proud of our team approach taken when managing our clients' various capital models. We currently have over 50 employees working in various teams throughout the company.

• Richard ("Richie") Lee Jr., CFA®, CFP® is an Investment Advisor. He is the founder and President of Lee Financial Corporation. He has a BBA from the University of Texas at Austin and a MBA from Southern Methodist University.

• Dana Pingenot, CFP®, CLU is the leader of the Capital Strategy Team and Vice President of LFC. She has a BBA in Financial Planning from Baylor University.

• Eduardo ("Eddie") Rodriguez, CFP® is a Capital Strategist. He has a BBA in Finance from Northeast Louisiana University and a MBA from Embry-Riddle Aeronautical University.

• Jenny Armstrong, CFP® is a Capital Strategist. She has a BBA in Finance from Texas A&M University.

• Jaime Boyles, CFP® is a Capital Strategist. She has a BS in Financial Planning from Texas Tech University.

• Nicholas Gibson, CFP® is a Capital Strategist. He has a BS in Financial Planning from Texas Tech University.

• Scott Schlegel, CPA is a Capital Analyst. He has a BBA in Finance and Accounting from Abilene Christian University.

• Dusty Wallace,JD is a Capital Analyst. She has a BS in Family Studies, a MS in Personal Financial Planning, and a Doctorate of Jurisprudence from Texas Tech University.

• Christie Williams, CFP® is a Capital Strategist. She has a BS in Family Financial Planning from Texas Tech University.

• Teresa Quinn, CFA®, CPA is an Investment Strategist and leader of the Investment Strategy Team. She is also Vice President and Chief Compliance Officer of Lee Financial Corporation. Teresa has a BS in Accounting from Wright State University.

• Danny Boyce, CFA® is an Investment Strategist. He has a BBA in Finance and Accounting from the University of Texas at Tyler and a MBA from Baylor University.

• Katia Lee is an Investment Analyst Assistant. She has a BBA in Economics and Marketing from Baylor University.

• Shirley Ogden, CFA®, CPA is an Investment Analyst. She has a BS in Accounting from Arizona State University.

• Kirsten Mires, LIFA®, CFA® Candidate (Level II) is an Investment Analyst. She has a BS in Economics from Michigan State University.

• Kristin Precopia is an Investment Analyst and Senior Trader. She has a BA in Finance from Southern Methodist University.

• Matthew Quinn, CFA is an investment analyst. He has a BA in Economics from the University of Texas at Austin.

• Julie Toler, CFA®, CFP® is an Investment Strategist. She has a BA in Plan II Honors from the University of Texas at Austin and a MBA from Southern Methodist University.