Wendy A. Lee

CPA

Wendy graduated from University of South Florida with a bachelor’s degree in accounting. She is a certified public accountant and has 20 plus years of financial accounting experience in both private and public business sectors. She works on all tax entities, including corporate, partnerships, trusts, and personal.

Wendy served as CFO and eventually a shareholder for an engineering firm for 12 years and assisted in its successful sale. Prior to serving as a CFO, she served as corporate controller for a national public engineering/construction firm. In addition, Wendy served as a finance director in the medical industry. She has a well-established record of increasing profit, reducing debt, and reducing risk exposure, and developing financial and cash flow forecast models in the construction, engineering, and medical industries.

Wendy is a member of American Institute of Certified Public Accountants. She served as treasurer of the Board of Trustees for of the Polk Museum of Art and is now serving on the Board of Governors.