Anne Lee is a Series 65-licensed advisor with four years of industry experience, currently working at Church Organizers Foundation since 2016. She previously practiced law at Lee Law Office PLLC from 2014 to 2022. Church Organizers Foundation is a nonprofit registered investment adviser serving individuals, trusts, estates, pastors, school teachers, endowments, foundations, charitable trusts, and businesses. The firm offers customized portfolio management and financial planning, emphasizing stewardship-focused services for churches and nonprofits alongside conventional investment management.

Martin Lee is a financial advisor with Church Organizers Foundation in Mason, MI, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. Prior to joining Church Organizers Foundation in 2016, he worked at firms including LPL Financial, Trustmont Advisory Group, SPC, and UBS Financial Services. Outside of his advisory role, Lee serves as a Lutheran minister and intentional interim pastor. Church Organizers Foundation is a nonprofit registered investment adviser serving individuals, trusts, estates, pastors, school teachers, endowments, foundations, charitable trusts, and other businesses. The firm focuses on customized portfolio construction using fundamental and technical analysis, with an emphasis on stewardship services tailored for churches and charitable organizations.