David Lee

David Lee

Phone: (520) 733-1112 x109
Fax: (520) 733-0002
Mobile Phone: (520) 360-4916


  • Assisting families in achieving financial security since 1997
  • Family Living Trust facilitator
  • Graduate of the University of Arizona
  • Member of the National Society of Accountants and its Institute for Business, Financial and Estate Planning; American Management Association; APICS
  • Active in Tucson Sunrise Rotary and Arizona Aerospace Foundation former President and current Board of Trustetes Advisory Committee member
  • Income tax and business strategy professional from 1986 to 2006