Lee Capelli Mattes, RP®

Lee Ann joined Michigan-based Capelli Financial Services, Inc. in 2006. She is a Registered Paraplanner℠ and chair of our Client Experience Committee. Her responsibilities include organizing financial plans, addressing client requests and supporting the investment management process. Mrs. Mattes is currently working towards her financial planning degree.

Prior to working at CFS, Lee Ann spent several years as a personal fitness trainer. She worked with her clients in their homes and also performed sport-specific team training. Mrs. Mattes is devoted to her two children and their Bearded Collie, Farley.