Lee Coffman is a senior financial planner for the Private Wealth division of Blue Trust and serves clients out of the office in Houston, Texas.
As a senior financial planner, Lee has a passion for helping individuals and families achieve their personal and financial aspirations. He takes an integrated approach to financial stewardship by aligning client investment strategies with their personal and financial goals. This comprehensive approach incorporates planning in a multitude of areas including, but not limited to cash flow, charitable giving, estate, insurance, portfolio management, and taxes.
Prior to joining Blue Trust in 2019, Lee was a manager with Ernst & Young LLP where he assisted clients with various aspects of tax planning and reporting.
Lee graduated from Texas A&M University in 2008 with a BS in accounting and MS in finance. He earned his CERTIFIED FINANCIAL PLANNERTM certification and is a Certified Public Accountant (CPA).
Active in his community, Lee is a member of his local church serving in various volunteer roles, including serving as a counselor in the financial stewardship ministry. He also enjoys golfing, hiking, skiing, visiting national parks, and any other activities that allow the opportunity to appreciate nature and being outdoors.
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BrittanyA2024-04-21 12:58:272024-04-21 12:58:27A Message From Our New CEO
