Trinity Lee

Chief Compliance Officer at Heim Young and Associates - Springfield, MO, US

Trinity Lee's Colleagues at Heim Young and Associates
Marty ODwyer

Branson, Missouri Area - Systems Coordinator

Contact Marty ODwyer

Brandon Hinds

Wealth Management Intern

Contact Brandon Hinds

Deborah Parker

Client Service Associate

Contact Deborah Parker

Dondrea Reed

HR/Marketing Coordinator

Contact Dondrea Reed

Holly CFP

CFP, Financial Advisor

Contact Holly CFP

View All Trinity Lee's Colleagues
Trinity Lee's Contact Details
HQ
417-882-7283
Location
Company
Heim Young and Associates
Trinity Lee's Company Details
Heim Young and Associates logo, Heim Young and Associates contact details

Heim Young and Associates

Springfield, MO, US • 20 - 49 Employees
Financial Services

Heim, Young & Associates is a full-service financial planning firm focusing on the priorities and long-term objectives of its clients. With a client-first focus, we deliver independent advice and solutions from credentialed professionals. Celebrating over 25 years of service in 2014, Heim, Young & Associates is one of the largest independent financial planning firms in Southwest Missouri.

Retirement Planning Portfolio Management Income Tax Planning Investments Financial Analysis Estate Planning Education Planning Financial Services Financial Advisory Services
Details about Heim Young and Associates
Frequently Asked Questions about Trinity Lee
Trinity Lee currently works for Heim Young and Associates.
Trinity Lee's role at Heim Young and Associates is Chief Compliance Officer.
Trinity Lee's email address is ***@heimyoung.com. To view Trinity Lee's full email address, please signup to ConnectPlex.
Trinity Lee works in the Financial Services industry.
Trinity Lee's colleagues at Heim Young and Associates are Marty ODwyer, Brandon Hinds, Deborah Parker, Joel Pickett, Dondrea Reed, Holly CFP, Lance ONeill and others.
Trinity Lee's phone number is null
See more information about Trinity Lee