Laura Lee

CFP®

Financial Planner

Laura Lee joined RGT in 2014 and is a member of our Financial Planning Team.  Laura previously served as Senior Client Associate and Senior Operations Specialist.  While on the Operations Team, she represented the Operations Department on RGT’s Business Process Committee.

Professionally, Laura is a member of the Financial Planning Association and the Association for Corporate Growth.  She is also actively involved in numerous charitable organizations.  She is a member of the Junior League of Dallas and enjoys volunteering with the North Texas Food Bank and Habitat for Humanity.

Laura received her Bachelor of Arts in Psychology and completed the Certificate Program in Financial Planning at Southern Methodist University.

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