Lee Financial
Sarah Henze has over 19 years of experience in financial management, currently serving as a Senior Portfolio Manager at Lee Financial Corporation since January 2010, with previous roles including Associate Portfolio Manager and Capital Analyst. Prior experience includes working as a Senior Analyst on the Client Advisory Team at Tolleson Wealth Management and as a Senior Product Research Analyst at GuideStone Financial Resources. Early career roles include serving as a Graduate Assistant at Baylor University and completing a financial planning internship at Financial Management Professionals. Sarah holds an MBA in Finance and an MS in Information Systems from Baylor University, as well as a BA with Honors in Economics from The University of Texas at Austin.
Lee Financial
Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. Founded in 1975, Lee Financial is an advisor and trusted resource for personal, family and business needs. For more information, please visit us at www.leefin.com or call us at (800) 960-1703. Note: Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Lee Financial Corporation), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Lee Financial Corporation is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Please remember that it remains your responsibility to advise Lee Financial Corporation, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the terms of the engagement.