Dee Ann Lechner, CFIRS®, ATOP
My Role at Covenant
Much of my work is aimed at supporting clients and staff members in the daily operations of First Covenant Trust & Advisors. This entails communicating with clients throughout the lifespan of an administration—starting even before accounts are open, to the process of onboarding a new account to making final distributions in closing an account. This allows me to establish long-term relationships with clients. I enjoy the technical aspects of my position, including ensuring that we have all documentation needed for the periodic maintenance of each account, which can range from verifying client identification, obtaining written instructions from investment/distribution trust advisors, and presenting client requests to the trust committee.
Education and Experience
I have worked in the field of estate planning and trusts since 2013 when I received certification and worked for a Christian denominational conference headquarters in their gift planning and trust department. In this role I communicated between the donors and attorneys to establish and carry out the donors’ final wishes in their estate plans.
Community Involvement and Personal Notes
Away from work I enjoy spending time outdoors with my husband. We enjoy exploring the different parks that Tennessee provides. When not exploring the outdoors, I like to read, cross-stitch, and do a little crocheting. I also enjoy spending time with my children and granddaughter.