Broker Check
Vanessa Lee

Vanessa Lee

Client Service Associate

Vanessa officially joined the Compass Wealth Solutions family on December 4, 2023, bringing with her a diverse background in the non-profit sector. For the past 6.5 years, she served as the Director of Housing at Community and Family Services. While the transition from non-profit to finance might seem like a leap, the common thread in both roles is her unwavering dedication to clients and a natural aptitude for creative problem-solving.

Residing in the city limits of Portland, IN, she shares her life with her husband, Dustin, and their two wonderful kids, Abram and Eden. Their home is complete with two adorable pets: Darla, their loyal dog, and Thor, the regal cat who rules the roost. As a family, they share a passion for sports and community events, often found cheering on our local teams or attending various gatherings in Jay County.

The Lee Family is dynamic in a whirlwind of activity, mainly fueled by the active pursuits of Abram in AAU basketball and Eden's commitment to competitive gymnastics. Juggling practices, games, and meets may seem chaotic, but it brings immense joy to Vanessa and Dustin. They consider themselves the biggest fans of their kids, relishing every moment they spend supporting their dreams.

Vanessa’s decision to transition to Compass Wealth Solutions stems from a desire to channel her skills and passion for client-centered service into the financial advising realm. She is excited about the opportunity to contribute to our clients' financial success and be a part of a team that values excellence and commitment.