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tpc member sheldon lee

Sheldon Lee

Comptroller

Chicago

After running my own business for more than 35 years, I simply wasn’t ready to retire. Luckily for me, my wife Cicily Maton and the Chicago financial planning team invited me to join the firm. My current responsibilities at The Planning Center in Chicago include assisting our clients with analyzing their cash flow, providing instruction to the individuals who wish to learn Quicken Financial Software. I am also a Notary Public. It’s the perfect position for me because I have the advantage of interacting with both clients and my co-workers.

“I am the master of my fate, I am the captain of my soul.” [William Ernest Henley]

Like Cicily, I am a true believer in the benefits of exercise. Workouts are a part of my daily regimen, along with meditating twice a day. I enjoy traveling too; Cicily and I have taken trips to Paris, Barcelona, and Buenos Aries, as well as several shorter trips to Florida. In addition, I like to try my hand at gourmet cooking from time to time, and often create innovative recipes for clients and friends.

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

100 Percent
Independent

Objectivity

We listen and keep an open mind

50
Year Vision

Forward Looking

We make decisions with future generations in mind

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

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