LEADERSHIP AND ADVISORY BOARD
Our Leaders stand committed to our clients and their values!
Rev. Dr. Martin E. Lee
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 R. Lee, J.D.
Director of Compliance and Operations
Anne provides communications, program, operations and compliance oversight for Church Organizers Foundation (COF). Anne is also a licensed Investment Advisor Representative and has spent over 15 years in the securities industry, providing operations and sales support, and eight years as an estate-planning attorney. Anne provides COF with client and business-to-business communications. She drafts presentations, speeches, proposals, reports, legal documents, marketing, and academic papers. Anne provides compliance oversight for inhouse representatives, client servicing and internal operations, program development, and FINRA and state regulations. 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. Anne graduated cum laude from Western Michigan University 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. Areas of expertise include estate planning, business negotiations, contracts, and nonprofit civil liability. 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. Having grown up on the mission field in Papua New Guinea, Anne contributes to theological discourse, particularly in the intersection between culture and doctrine. Anne views culture like an accent: you only notice accents that are different from your own. Culture is part of God’s creation, like money or relationships. “We receive our blessings not from them, but from God through them” and we should use these blessings and then lay them aside “as a traveler uses an inn, and food, and his bed only for temporal necessity.” (Luther’s Large Catechism, First Commandment.) Christians should be able to lay aside culture and let God’s Word alone stand.
Kyle A. Lee, WMS
Technology Information Manager and Equity Trader
517-858-0362 Ext 105
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 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 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