Lee joined our firm in 1992 and became Chief Operating Officer in 2007. He oversees our firm’s operations, including developing new processes and client relationships. He also prepares and reviews audits and tax returns in addition to reviewing financial statements.
Lee has deep expertise in regard to estate and trust taxes as well as being an Advanced QuickBooks Certified Pro Advisor, QuickBooks Online Certified, and a Bill.com guru. In fact, Lee is our firm’s all-around technology expert.
A graduate of Colorado State University, Lee earned his Bachelor of Science there and has also completed post-graduate work in accounting at Metropolitan State College.
Lee is involved in many community and professional organizations including Wheat Ridge Business Association, Applewood Business Association as Treasurer, the West Chamber, the Sleeter Group Consultants Network, and the Better Business Bureau. He is also President of the Happy Bucks Investment Club
In his downtime, Lee enjoys spending time with his family, traveling, skiing, golf, camping, mountain biking, and almost anything out doors. In addition, Lee is the coordinator of the More Than Me Chinese Heritage Camp, a Den Leader in Cub Scouts, and a soccer coach for his two sons.