As Operations Manager at Strategic Wealth Advisors, Kathy Lees is the steady, reliable force behind the scenes—coordinating the administrative and service side of the business so clients receive the support they need with care and efficiency. Kathy has been a trusted resource for members of the SWA team since 2008. She is known for her warmth, professionalism, and unwavering commitment to helping clients feel heard, valued, and well taken care of.

With more than three decades of experience in customer service and insurance administration, Kathy brings both skill and heart to her role. Whether she’s helping clients update their accounts, tracking down paperwork, or making sure every detail is buttoned up, Kathy’s goal is always the same: to provide timely, considerate service that makes the client experience as smooth and stress-free as possible.

With strong family values, Kathy believes in treating every client like family—with patience, respect, and a desire to help however she can. Outside of work, you’ll often find her spending time with her two sons, daughter-in-law, and two beloved grandsons—cheering on NC State or enjoying a family gathering.

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