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Our Team

Patrisha “Patte” Lee, CFP®

Patrisha “Patte” Lee, CFP®

Financial Planner

Phone: 214-315-6703
833-878-8725
Email: plee@rethink-wealth.com

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Kate Jacobs

Kate Jacobs

Paraplanner

Phone: 315-447-4022
833-878-8725
Email: kjacobs@rethink-wealth.com

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Maureen Beavers

Maureen Beavers

Assistant

Phone: 919-291-5860
833-878-8725
Email: mbeavers@rethink-wealth.com

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck