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Tucker Lee

Tucker Lee

Wealth Manager

Tucker Lee joined his father in 2022, after 12 years in the banking industry where he was a Commercial Lender specializing in working with small business owners and real estate investors. Tucker’s past career experience brings a unique perspective, that better helps his clients navigate how to plan for their financial future. This is especially true with small business owners on how to maximize their retirement planning and advising individual clients on the right investment strategies based on current economic and market trends. Tucker is passionate about helping clients develop a big picture financial plan that sets them up for long term financial success and provides protection for their families.

Tucker is a 2008 graduate of West Texas A&M University with a bachelor’s in business administration. During his time in college, he served as the university’s 89th Student Body President and was honored by being named the 2008 West Texas A&M Man of the Year. He resides in Canyon, Texas with his wife Brittny, their son Griffin, and their dog Oliver. They are members of Saint Stephen Methodist Church. Tucker enjoys snow skiing, occasionally mountain biking, and traveling with his family.