Kathy Lee is the first line of support in the branch as the office administrator. She manages and ensures that the servicing needs of our valued clients are attended to at all times. Kathy is a positive and welcoming presence to team members and clients alike.
After working in general office environments for 30 years, Kathy was encouraged to pursue a support role in office administration within the financial services industry. In her new role, Kathy is most excited by the opportunity to support clients on their journey toward financial independence.
Outside the office, Kathy enjoys spending time with her husband and their three adult daughters. Family game nights, walks on the beach, Zumba, and crocheting are among her most treasured pastimes. Passionate about helping others, Kathy volunteers her time and resources with Our Lady of Mt. Carmel Catholic Church, San Diego Food Bank, and the North Country Winds Community Band where she plays clarinet.