Lee Martinez has been in the Healthcare industry for over 20 years. She is an innovative & dynamic team member who truly cares about our clients. Lee strives to establish a good rapport with our clients and to develop relationships based on trust and open communication.
She also treats this relationship as an equal partnership, taking into consideration the client’s wishes and goals when formulating a financial plan. When Lee is not helping clients, she loves the outdoors and stays active by kayaking, hiking, and biking.