Close
sgl-team-2021-12-01

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@stronggaddylee.com

KELLY MATHIS LEE, MBA, CFP®, CEPA®

Managing Partner-Financial Planner

Kelly.lee@stronggaddylee.com

KYLE BOCHAT, CEPA®, CPFA®

Sr. Wealth Management Advisor

kyle.bochat@stronggaddylee.com

EILEEN GILLIAM

JAYNELL TALABER

LPL Registered Client Assistant

Jaynell.talaber@stronggaddylee.com

MORGAN REDD

Financial Advisor

Morgan.Redd@lpl.com

AMY MULLVAIN, AIF®

Retirement Plan Advisor

amymullvain@stronggaddylee.com

TOBY ANDERSON

Senior Financial Advisor

tobyanderson@stronggaddylee.com

KARA SCROGGS

Chief Operating Officer

karascroggs@stronggaddylee.com