Lee Alton, President


Lee began his fiduciary services when a family member developed dementia.  He subsequently spent over 12 years managing and organizing the finances of several other family members.  Having seen the impact of the loss of a spouse or the inability of an individual to effectively manage their affairs, he is dedicated to giving individuals and family members the peace of mind that comes from knowing their daily finances will be handled in an honest, professional manner.

He received his BS in Math from the Air Force Academy and his MBA from Webster College. He retired from the Air Force having served as a Fighter Pilot and Commander/Director of several large and complex organizations which included developing and implementing their budgets. Lee recently finished 5 1/2 years as the Director of Operations of a highly successful nonprofit organization where he managed and implemented all administrative and personnel policies.  He was also responsible for developing the annual budget and overseeing all expenditures.  He sits on the board of two non profit organizations.

Lee is A Certified Senior Advisor (CSA) and a member of The Society of Certified Senior Advisors  the American Association of Daily Money Managers (AADMM) and the Maricopa County Elder Abuse Prevention Alliance (MEAPA)

He is Licensed and Bonded