Ingrid Lee

CFP®

Ingrid Lee thrives by working in a collaborative team environment that always seeks to help clients meet their long term goals and provide them with a feeling of security and wellbeing. She enjoys the many different financial fields she gets to touch each day and the opportunity to implement different strategies on behalf of her clients. Developing a personal relationship with her clients to fully understand their perspective and needs is core to her financial planning process.

Ingrid earned her B.S. in Economics from Smith College. She spent her junior year abroad in the Economics Department at London School of Economics. After graduation, she joined the Kukla/McGinnis/Brown team in 2009. Ingrid is an avid tennis player and has made it to USTA 3.5 sectionals and nationals with her team in the past.

Outside of work, Ingrid loves spending time outside, reading, travelling, and with her family.

  • CERTIFIED FINANCIAL PLANNER™