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Our Team

With more than 50 years of combined experience, Strong Gaddy Lee Wealth Management Group is a dedicated financial advisory team with a collaborative work ethic. We believe our diligent team approach allows our clients to benefit from having experienced professionals for each cornerstone of wealth. By comprehensively planning toward your preferred dreams, ambitions and future, our team’s diverse skills and experiences nurture an investment environment built upon custom strategies and trusted guidance.

M. SHANE GADDY, CFP®, C(k)P®, CEPA®

Managing Partner-Financial Planner

shane.gaddy@sglwm.com

KELLY MATHIS LEE, MBA, CFP®, CEPA®

Managing Partner-Financial Planner

kelly.lee@sglwm.com

TOBY ANDERSON, CFP®, AIF®, CPFA®

Senior Financial Advisor

toby.anderson@sglwm.com

NOAH SHORR, CPFA®

Financial Advisor

noah.shorr@sglwm.com

JAYNELL TALABER

LPL Registered Client Assistant

jaynell.talaber@sglwm.com

JESSICA FARR

Client Relationship Manager

jess.farr@sglwm.com

CINDY WILSON

Client Relationship Manager

cindy.wilson@sglwm.com

JODI ABERCROMBIE

Client Relationship Manager

jodi.abercrombie@sglwm.com

PATY LOPEZ

Client Relationship Manager

paty.lopez@sglwm.com