Eric Lee

Eric is a co-founder and managing member of the firm. He's been giving his clients solid, committed guidance since 1992.

Eric has earned the Accredited Investment Fiduciary professional designation from the Center for Fiduciary Studies.  A "fiduciary" is someone who is managing the assets of another and is held to the highest standards of care under the law.  The AIF professional designation is the only designation that demonstrates knowledge, competency and training in fiduciary responsibility. 

Eric was honored by Barron's, America's premier financial magazine, as one of the Barron's Top 1,000 financial advisors in the nation.  Eric and the other advisors honored by the magazine represent just over 1 percent of all advisors.

His primary team responsibility is to plan and direct all aspects of the firm's investment strategy. He leads the research, evaluation and selection of investment vehicles to align your specific investment strategy with the goals you outline in your financial blueprint.

Eric holds Series 7 and 63 securities registrations as well as health and life insurance licences.  Eric and his wife, Terri, have two daughters; Hannah (9) and Julia (7).

Barron's Top 1,000 Advisors, basses its rankings on qualitative criteria: professionals with a minimum of 7 years' financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client's experience because it reflects a sample of all of the experiences of the advisor's clients. The rating is not indicative of the advisors future performance. Neither LPL Financial nor KT Investment Advisors advisors pay a fee to Barron's in exchange for this rating.

Julie Martinez

A Certified Financial Planner, Julie's job is to design Your Financial House. With your personal goals in mind, she leads the drafting of your financial blueprint. She also determines the best way to coordinate and monitor all aspects of your financial life.

Since 1998, Julie has been helping high net worth clients with financial tasks too technical or tedious for them to handle on their own. She has a passion for planning, and she loves to help families work through complex situations.

She has experience in comprehensive financial plan design and implementation, cash-flow analysis, business transition strategies, estate planning, document review and analysis. She knows how to administer private foundations, charitable trusts, special needs trusts and conservatorships. She also has experience coordinating the details of buying and selling commercial real estate and businesses.

Julie was raised in Rapid City and graduated from Colorado State University in 1992. She earned her CFP® designation after graduating from the College for Financial Planning. She belongs to the Financial Planning Association and serves on the Executive Committee of the West River Estate Planning Council.

TOM LEE

Tom's investment services career began in 1966. He's seen the Dow Jones Industrial Average at 500, and he's seen it at 14,000. He has guided his clients through four decades of market ups and downs, and his years in the business have given him hard-earned wisdom and insight.

Tom's primary responsibility is to manage his existing client relationships, some of which are going into their fourth generation. In addition, Tom leads all due diligence, evaluation and selection of insurance programs to protect Your Financial House.

He earned his bachelor's degree in Business Administration from the University of Wyoming in 1963. He started his career with Piper Jaffray (now UBS) and in 1969, he opened the Rapid City office of Dain Bosworth (now RBC Dain Rauscher). He managed the office until 1988. In 1990, Tom opened his own independent office with LPL Financial. In 2001, he became co-founder and member of KT Investment Advisors.

REX VIGOREN

A Certified Public Accountant, Rex has been an accountant and consultant to business owners for more than 20 years. He works closely with your accountant and legal advisors on tax issues to minimize capital gains, income and estate taxes.

His expertise includes business ownership transfers, cash-flow planning, succession planning, real estate analysis and other complex issues that highly successful families encounter.

Rex received his accounting degree from the University of South Dakota. He began his career with Coopers & Lybrand, one of the original Big Eight national and international accounting firms. Returning to the Black Hills, Rex launched his own firm in Spearfish, later merging with Rapid City-based Ketel Thorstenson LLP, an affiliate of KT Investment Advisors. He has been a tax partner with KT since 1989.

He belongs to the American Association of Certified Public Accountants, and he's a licensed CPA in South Dakota and Wyoming. Rex is a member and past president of the West River Estate Planning Council, and he holds Series 7 and 63 securities registrations.

Corrie Pfeifle

Corrie is responsible for handling the administration of client review meetings and financial plans. This includes preparing client reports and tracking portfolio performance. She is also responsible for maintaining organizational procedures to ensure efficient operations within and between members of the firm. In addition, Corrie is tasked with the administration required to ensure compliance with all regulatory requirements in the financial services industry. Corrie brings over 20 years experience in financial services to the team . Corrie spent over 10 years in the banking industry working in escrow, installment and commercial loans before joining Tom Lee’s independent LPL financial office in 1998. In 2001 Corrie was one of the original members of the KT Investment Advisors team. Corrie is originally from Montana, but has made Rapid City her home since since 1985. She has three grown children and lives in Rapid City with her husband Dale. Corrie enjoys travel, sports, and family get-togethers.

Ketel Thorstenson LLP

KT Investment Advisors is an affiliate of Ketel Thorstenson LLP, one of the oldest and largest accounting firms in the Black Hills. KT has operated as an accounting practice in Rapid City since 1936, when Harold Heims first opened his office. He later hired A.C. "Bud" Thorstenson, and in 1966, Roy Ketel and Rich Siekman helped form a new partnership. Over the years the firm has grown by mergers or acquisition with more than a dozen smaller practices.

Other Ketel Thorstenson affiliates are Dakota Backup and KT Connections, Inc.

Securities Offered Through  LPL Financial A Registered Investment Adviser. Member FINRA/SIPC