Yu-san (San) Lee, CFP®, MBA

As the Director of Operations, Sr. Registered Client Associate, and Financial Analyst at Mebane Financial Services, my primary responsibilities encompass assisting with all trading and investing on behalf of clients, executing clients' transaction requests, and analyzing client financial and insurance positions for the practice. I ensure all behind-the-scenes operations run smoothly, handling compliance fulfillment and accounting preparation for the practice.

I specialize in serving as the Systems Analyst for our company. I was instrumental in establishing the practice, creating its systems, and enhancing efficiency behind the scenes. I coordinate with all parties and professionals involved in providing services to our clients.

I've been part of the financial services industry since 1998. Prior to this, I worked as a Summer Intern at Mitac Information Technology Corp. in Taiwan, a Letter of Credit specialist at International Development Corporation in Irving, TX, an Intern at Principal Financial in Dallas, TX, and then joined Mebane Financial Services, LLC. Over the course of my career, I obtained an Associate Degree in Banking & Insurance from Ming Chuan Jr. College in July 1994, a B.S. & B.A., with a major in Finance and a minor in Economics, from Truman State University in December 1996, and an MBA with a concentration in Finance from the University of Texas at Arlington in May 1998. I also hold Series 24, 7, 6, 63, 65, SIE, and General Lines Insurance licenses.

I'm motivated by the desire to build the best possible practice to help our clients and their families through multiple generations, ensuring that Mebane Financial Services, LLC continues to assist serious-minded, consistent investors for many years to come. I graduated as the top student in my class from Ming Chuan Jr. College, earning a full-ride Presidential Scholarship to transfer to Truman State University. I graduated Summa Cum Laude from Truman State University and with top honors from The University of Texas at Arlington with an MBA in Finance. I'm trilingual, fluent in English, Mandarin Chinese, and Cantonese Chinese. Alongside my husband, Tim, I've helped grow the practice of Mebane Financial Services, LLC, continuing its award-winning tradition.

I most enjoy making a positive difference in clients' lives through my job. I love working as an integral part of the practice, aiding everything to function more smoothly and assisting in the financial planning process behind the scenes.

Born and raised in Taipei, Taiwan, I was brought up in a family-oriented culture. I learned early on the importance of education and focus for success. Taiwan and my family molded me into a hard worker, always striving for excellence. Currently, I live in Mansfield, TX, where I've resided with my husband, Tim, since we got married in 2002. Together, we have three children: Sabelle, Samara, and Teo. Outside of work, I am involved in church, and my faith motivates me to do my best. In my free time, I enjoy relaxing with my family, going to movies, listening to music, playing games, taking walks in the neighborhood and park, traveling to various places, and generally unwinding whenever I can.