Broker Check
Bobbi Lee

Bobbi Lee

Director of Operations

“When I was 5 years old, my mother always told me that happiness was the key to life. When I went to school, they asked me what I wanted to be when I grew up. I wrote down ‘happy’. They told me I didn’t understand the assignment, and I told them they didn’t understand life.”

-- John Lennon

Bobbi has been a valued member of our team for over 17 years. She interacts with our clients on a daily basis, stepping in to help in any way she can to address their needs and requests in a responsive and timely manner.

She is responsible for all client account services as well as managing and overseeing Timpanogos Financial Advisors operational functions including marketing, technology, procedures and compliance. Her attention to detail and reliability ensure that no task goes unfinished and all of our clients’ needs are met. She prides herself on her ability to assist her team promptly and efficiently. She helps us maintain the high level of service we provide, and will often go beyond the call of duty.

Bobbi brings dedication, commitment and extraordinary client service. She creates genuine rapport with all Timpanogos Financial Advisors clients, anticipates client needs, prioritizes creating connection and above all, Bobbi enjoys providing the excellent service for which she has come to be known.

ABOUT ME

I believe that our lives are defined by the shared experiences we have with the people we care about most: Family & friends, co-workers (teammates) as well as the clients I talk to everyday.

I have discovered over the crazy past year and a half that I am really a hermit at heart. I have not been inside of an actual store since 2019 (No, really!) Not to ‘toot my own horn’, but I’m pretty sure that I have reached the ‘Expert Level’ of online shopping! (My family may now call Amazon trucks ‘Bobbi trucks’, but that doesn’t mean I have a problem, does it?).

I have also learned that there are certain things that I can’t live without – Being around family & friends, good books, pets (current count is 1 dog and 2 cats, but ask me again tomorrow!), and music. I have really missed going to live concerts. To me, there is nothing better than being in a crowd of other people who know and appreciate the same music as you do…and I can live out my Rock Star dreams vicariously (remember – Just because you can sing doesn’t mean that you should).

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