Meet Lee Ann
With more than three decades of experience within the financial services industry, Lee Ann brings a high level of experience and integrity to her work at Carson Wealth | True North Financial as our Associate Wealth Advisor. With her deep knowledge and understanding of the unique and varied needs of each client, Lee Ann is laser-focused on understanding her client’s goals and designing a tailored plan to meet these objectives. She lives our core values by bringing passion, expertise and integrity to her clients every step of the journey.
A graduate of Montana State University-Billings with a Bachelor of Science degree in business administration, Lee Ann continued her studies through the College of Financial Planning and earned a Certificate in Financial Planning and a Master of Science in Personal Financial Planning and Services.
Outside of work, Lee Ann is an avid “wogger” (walker/jogger) who completed the Montana half marathon under her goal time of 3 hours. She brings this same goal orientation to her clients, and friends and family, helping them set financial goals and creating a plan to work toward them, no matter where they are starting in the journey. She is a proponent of letting people know it’s never too early or late to begin working on establishing your financial goals and working toward them.
Lee Ann Forshee is not affiliated with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.
