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Angela Kennedy Lee believes that smart tax planning is the foundation of long-term financial success. As Director of Tax Planning at GHPIA, she works directly with clients to ensure their investment, estate, and tax strategies are aligned, so they keep more of what they earn and avoid unnecessary tax burdens. Clients rely on her to be their go-to resource for strategic tax planning, whether they are preparing for retirement, managing stock options, structuring charitable giving, or planning for generational wealth transfers.
With more than twenty years of experience in public accounting and private client tax planning, Angie built her career advising high-net-worth individuals and families on complex financial matters. Before joining GHPIA in 2020, she was Managing Director at Gelfond Hochstadt Pangburn, later Crowe LLP. Her decision to join the firm full-time was driven by her commitment to comprehensive, client-first financial planning and the ability to work closely with clients beyond tax season.
Angie is a Certified Public Accountant and holds the Personal Financial Specialist and Certified Estate Planner designations, reflecting her expertise in tax strategy, estate planning, and investment optimization. She earned her Bachelor of Science in Accounting from the University of Nebraska–Kearney.
Beyond her professional achievements, Angie is deeply committed to giving back. She has served on multiple nonprofit boards, most notably Ray of Hope Cancer Foundation, where she spent over a decade in leadership roles, including Treasurer, Board Chair, and Finance Committee Member. Angie and her husband, a fellow CPA, reside in Denver, where they enjoy exploring the mountains, traveling, and supporting their community. Whether guiding clients through complex tax strategies or dedicating her time to meaningful causes, Angie is passionate about making a lasting impact both professionally and personally.
