We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
OPERATIONS TEAM MEMBER
Lee Whetstone is the Executive Assistant and Office Manager at Round Table Wealth Management. She assists in putting together marketing material, coordinating events, and general correspondence. As the point of contact for the firm, Lee provides excellent customer service and administrative skills to the clients and employees of Round Table Wealth Management.
Lee is a graduate of York College with a B.S. degree in Business Administration. She has over 10 years of experience working as an executive and administrative professional which led her to receive an award for “Outstanding Administrator” in 2012 and the “Caught in the Act” Teamwork award in 2017.
Her time outside of the office is spent building brand awareness for small business owners as well as spending time with her daughter.