top of page

Leadership
 

Learning. Leading. Blessings.

Meeting Room

Executive and Management

Graphic Shapes
Martin.Image_edited.png

Rev. Dr. Martin E. Lee

Executive Director

517-858-0362

Rev. Dr. Lee was appointed Executive Director and Chief Investment Strategist effective May 1, 2016.  Martin's adventure in bi-vocational ministry started with his first Call out of the Seminary in August 1997, to Trinity Lutheran Church, Montclair, California. In this ministry context (cradled into Pomona, California) Martin learned about the scarcity many churches and church workers face. He learned to see God's hand in all things and developed an appreciation for measurable and meaningful stewardship in frontline ministries. In 1999, Martin became a UBS PaineWebber Financial Advisor in Riverside, California. Prior to his service at Church Organizers Foundation, Martin was a branch manager at LPL Financial, the largest independent broker dealer in the United States at that time (based on assets under management). Martin has been an investment advisor for 24 years and a securities principal for 21 years. Martin has focused on understanding the financial and economic needs within the nonprofit community.  He has had direct fiduciary oversight of $50 million in endowment and private client investments on platforms at UBS PaineWebber, LPL Financial, and Charles Schwab-TD Ameritrade. Concurrently, Dr. Lee has served the Council of Presidents of the Lutheran Church Missouri Synod (LCMS) in pastoral ministry for 25 years. Martin has extensive experience in practical theology, parish administration, congregational stewardship, and church finance, having served eleven congregations in five Districts of the LCMS. He received a Doctorate in congregational stewardship from Concordia Seminary, a Master of Divinity from Concordia Theological Seminary, and a Bachelor of Arts in communications and classical languages from Concordia University, Ann Arbor. He was a Commissioned Officer in the United States Navy and 1997 graduate of the United States Navy Chaplain School, Newport, Rhode Island. Martin's Curriculum Vitae and CRD: 4024387 (sec.gov)

Anne_002_edited.jpg

Anne R. Lee, J.D.

Director of Compliance and Operations

517-858-0362

Having grown up in Papua New Guinea on the mission field, Anne has always been immersed in missions and the nonprofit philanthropic community. Anne provides oversight and support to the philanthropic team at Church Organizers Foundation in managing internal and regulatory compliance, branch office and outreach operations, and continuing education and other training materials for workshops and conferences. Anne is also a licensed Investment Advisor Representative, having spent over 15 years in the securities industry. Prior to her work with Church Organizers Foundation, Anne worked in affiliation with independent broker/dealer and registered investment advisory offices since 2004 with Linsco/Private Ledger, Sigma Financial, Trustmont Financial and LPL Financial in operations and sales support. Anne also spent eight years as a private practice attorney, representing and advising parties on probate avoidance and estate planning strategies, securities regulations including stockbroker regulatory disclosures (Form U4), business formation, and employment and defamation litigation. Anne graduated cum laude from Cooley Law School, where she wrote for the Thomas M. Cooley Journal of Practical and Clinical Law, and was admitted to the Michigan State Bar in 2013. During her undergraduate studies at Purdue University, Anne received the Student Achievement Award as the Communications Department's top student, graduating summa cum laude with a degree in Broadcast Communications and Journalism.

Kyle_edited.jpg

Kyle A. Lee, WMS

Technology Information Manager and Equity Trader

517-858-0362 Ext 105

(WMS)

Kyle has earned the Wealth Management Specialist (WMS) designation. He oversees the equity trading activities for the Foundation's model portfolios. He manages the Foundation's account management services, technology platforms and information systems.

Justin~001_edited.jpg

Justin N. Lee, WMS

Paraplanner and Investment Advisor Representative

517-858-0362 Ext 106

Justin currently holds the Wealth Management Specialist designation and the FINRA Series 65 Securities License. He is working on a bachelor of science degree in finance with a concentration in financial planning preparing for the Certified Financial Planner certification exam. He oversees the fixed income trading activities for the Foundation's model portfolios, and assists in the Foundation's estate, trust administration and financial planning services.

Kelsey_edited.jpg

Kelsey C. Lee, B.S.

Digital Brand Manager

517-858-0362 Ext 107

Kelsey creates, manages and executes the Foundation's digital communication strategy using a variety of media. She is a graduate of Michigan State University with a bachelor of science degree in neuroscience. She is now a medical student at Sydney Medical School in Australia. 

Advisory Board & Sub-Committees

Experience. Dedication. Expertise.

COF's Advisory Board is a group of experts who lend their skills, guidance, and knowledge to help COF grow and achieve its goals. The primary function of the Advisory Board is to fill knowledge gaps in the Foundation. COF's Advisory Board’s essential operation is to be the impartial third party that can be a sounding board for the Foundation's executives and managers.

Our Advisory Board Members bring collegial and collaborative expertise. Membership on the Advisory Board does not imply agreement with COF in all matters. Since advisors are not elected and have no authority to make business decisions, they do not owe fiduciary duties by virtue of their advisory role.

Advisory Board Sub-Committees:

 

 

COF is thankful to the Lord for each board member and their willingness to serve.

Theology & Church Relations

Strategy & Operations

Communications & Marketing

Finance & Investments

Technology & Social Media

Oikonomia Trainers and Coaches

Learning. Leading. Blessings.

bottom of page