Kayce Lee

Kayce is a Client Associate with extensive experience supporting financial professionals and delivering exceptional service to clients. Based in Bartlesville, Oklahoma, Kayce works closely with advisors and clients to help ensure account administration, client communications, and service requests are handled efficiently and accurately.

Known for her strong attention to detail and commitment to client service, Kayce serves as a trusted point of contact for clients and helps facilitate a seamless experience throughout their financial relationship. She is dedicated to building positive relationships, providing responsive support, and contributing to the overall success of both clients and the advisory team.

Outside of her professional responsibilities, Kayce enjoys spending quality time with her family. She is married to her high school sweetheart, Nick, and together they are raising their two daughters, Letty and Radley. In her free time, Kayce enjoys reading, traveling, and creating lasting memories with her family. She values the importance of meaningful relationships, both personally and professionally, and brings that same warmth and dedication to every aspect of her life.