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Lisa M. Lee, CFP

 
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.