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Leadership
Learning. Leading. Blessings.
Executive and Management
Martin E. Lee, D.Min.
Executive Director & Chief Investment Officers
517-858-0362
Rev. Dr. Lee became Executive Director and Chief Investment Strategist on May 1, 2016. His bi-vocational ministry began in August 1997 at Trinity Lutheran Church in Montclair, California, where he recognized the challenges churches face and developed a passion for stewardship. In 1999, he joined UBS PaineWebber as a Financial Advisor, later serving as a branch manager at LPL Financial. With 24 years of investment advising experience and oversight of $50 million in investments, Dr. Lee also has 27 years of pastoral ministry within the Lutheran Church Missouri Synod. He holds a Doctorate in congregational stewardship and has served multiple congregations, alongside his military service as a Commissioned Officer in the U.S. Navy.
Anne R. Lee, J.D.
Director of Compliance and Operations
517-858-0362
Anne has experience in missions and the nonprofit philanthropic community. At Church Organizers Foundation, she contributes to continuing education and training materials for workshops and conferences, manages branch office and outreach operations, and oversees internal and regulatory compliance. Anne is also a licensed Investment Advisor Representative with over 15 years in the securities industry. Before joining Church Organizers Foundation, she worked with independent broker/dealer and registered investment advisory offices in various operational and sales support roles since 2004. Additionally, Anne has eight years of experience as a private practice attorney, advising clients on probate avoidance and estate planning strategies, securities regulations, business formation, and employment and defamation litigation. She graduated cum laude from Cooley Law School and was admitted to the Michigan State Bar in 2013. During her undergraduate studies at Purdue University, Anne received the Student Achievement Award as the top student in the Communications Department, graduating summa cum laude with a degree in Broadcast Communications and Journalism.
Justin N. Lee, WMS
Paraplanner and Investment Advisor Representative
517-858-0362 Ext 106
Justin currently holds the Wealth Management Specialist designation and the FINRA Series 65 Securities License. He is working on a bachelor of science degree in finance with a concentration in financial planning preparing for the Certified Financial Planner certification exam. He oversees the fixed income trading activities for the Foundation's model portfolios, and assists in the Foundation's estate, trust administration and financial planning services.
Advisory Board & Sub-Committees
Experience. Dedication. Expertise.
COF's Advisory Board consists of experts providing guidance and knowledge to help the Foundation achieve its goals. Their main role is to address knowledge gaps and serve as an impartial sounding board for executives. Board members offer collaborative expertise, but membership does not imply agreement with COF or confer decision-making authority. COF appreciates each member's willingness to serve.
Theology & Church Relations
Strategy & Operations
Communications & Marketing
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Finance & Investments
Technology & Social Media
