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Our People

Lisa M. Lee, CFP

President

713-728-7308

832-446-6135

llee@woodburyfinancial.net

 
Lisa began her career in insurance and financial services in 1985 with Principal Financial. In October 1987, she began working for M.J. Murray, RHU & Associates and advanced to Brokerage Manager in charge of agent recruiting and sales. After successfully passing the Series 7 securities exam in 1994, she obtained her CERTIFIED FINANCIAL PLANNER™ certification in 1997.  Lisa works with individuals and companies providing 401(k) and retirement planning, wealth management, financial planning and employee benefits packages. 
 
Turnkey Financial Services, LLC opened the Cutten Road location November of 2012.
 
 Lisa has served on the Houston chapter of the Financial Planning Association (FPA) board from 1997 to 2003 in the position of Education Director and from 2004 to 2007 as the Pro-Bono/Foundation Director.  Lisa is currently working on her Bible Certificate with The Bible Seminary in Houston.  Lisa has been married 25+ years and is the mother of two children. She enjoys running, missions, traveling and outdoor activities.
 
Securities and Investment Advisory services offered through Woodbury Financial Services, Inc. (WFS), Member FINRASIPC and Registered Investment Adviser, P.O. Box 64284, St. Paul, MN, 55164, 1-800-800-2638.  WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
Texas Insurance License # 0006169267.

Christy Glass

Account Manager

713-728-7310

713-728-7311

christy.glass@woodburyfinancial.net

Christy graduated with a Finance degree, May 2003.  In 2005, she began working at MJ Murray, RHU & Associates as an administrative assistant and quickly transitioned to Lisa Lee's account manager to service her Securities block of business. 
 
In 2012 when Turnkey Financial Services, LLC agency was formed, Christy continued her role as Lisa's account manager.
 
Texas Insurance License# 1392510
 
Christy Glass is not affiliated with Woodbury Financial Services, Inc.

 

Mary Joyce Murray, RHU

Senior/Medicare Supplement Producer

(713) 728-7312

(713) 728-7313

maryjoyce@mybciteam.com

Mary Joyce entered the life insurance business in January 1981. In 1984 she opened her own brokerage firm and successfully passed the Registered Health Underwriter examination. Mary Joyce received her Series 6 Securities license in 1986. In 1991 she won the prestigious Sam Houston Award for her outstanding leadership with the Galleria Chamber of Commerce. She graduated from University of Texas' Minority Business Association program. Mary Joyce serves on the board of directors of several chambers of commerce and community service organizations.   Texas Insurance License #1008723. 

Mary Joyce Murray is not affiliated with Woodbury Financial Services, Inc.

Claudette Keller

Insurance account manager

713-728-7318

713-728-7319

claudette@mybciteam.com

 Claudette Keller is not affiliated with Woodbury Financial Services, Inc.