Welcome to I. E. Lee Financial Services
At I. E. Lee Financial Services, we pride ourselves on our expertise, professionalism, and dedication to our clients. With years of experience in the industry, our team is here to help you navigate the complex world of finance.
Whether you're a seasoned investor or just starting your financial journey, we're committed to providing personalized solutions that meet your unique needs. We understand that each person's financial situation is different, so we take the time to listen to your goals and develop a comprehensive plan to help you achieve them.
With our wealth of knowledge and commitment to ongoing education, we stay up-to-date on the latest trends and strategies in the financial industry. This allows us to provide you with the most current and effective advice to help you make informed decisions about your money.
A native of Chattanooga, TN, Ivan Lee is a Certified Public Accountant in Georgia. He received his Bachelor's Degree and Master's Degree in Accounting from the University of Memphis. After his matriculation at the University of Memphis, Ivan worked for one of the Big Four accounting firms—PricewaterhouseCoopers (PwC). While there, he worked in the audit practice, servicing clients in the Financial services and real estate industries.
After his time at PwC, he worked as a Senior Accountant at Rangewater Real Estate, where he performed the monthly accounting of various multi-family properties in his portfolio. After leaving Rangwater, Mr. Lee moved on to work as a Senior Accountant for the growing and upcoming logistics and supply chain company called STORD. His role at STORD included managing the accounting and aiding in the company's financial reporting. Subsequent to this position, Mr. Lee moved on to his current role as an Accounting Manager for Metroplex Energy, a wholesale fuel supplier and wholly-owned subsidiary of Racetrac. His current responsibilities include managing the Metroplex settlements team as well as ensuring the reconciliation and proper recording of AR and AP transactions for the company.
Aside from his role at Metroplex, Mr. Lee is also the Board Treasurer for the thriving charter school Atlanta SMART Academy. In addition to fulfilling his responsibilities as a board member, he enjoys playing clarinet in the Tara Winds community band, spending time with friends and family, and trying out new restaurants.
Overall, Mr. Lee is a driven and organized professional with a passion for financial literacy and helping people. With his diverse experience, he plans to help business owners, companies, and individuals take control of their finances to achieve their financial goals.