Janet Lee

Janet applies her more than 25 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients at the highest level.

Janet delivers dedicated and focused administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients, and to ensure they enjoy a quality client experience.

Janet also supports the business operations of our team, rebalances accounts and provides assistance to the financial advisors in monitoring accounts. She holds Series 7, 63 and 66 securities licenses and life and health insurance licenses.

Her duties also include daily account trading, maintaining office workflow, monitoring daily cash flow and incoming funds, and assisting clients with account-related questions.

Originally from Honolulu, Hawaii, Janet lives on Whidbey Island with her longtime partner, Bill, and their dog, Butters. In her free time, Janet enjoys fishing, rockhounding and traveling.