Our Leadership Team
Lexington Financial/Life Management is a team of diverse professionals who are committed to working together to find the very best comprehensive solutions for our clients. We bring our collective skills and experience, along with that of our Alliance Members to provide a 360 degree solution platform. This solution-based focus means that the business owners that work with us feel confident in knowing that expertise is shared within our team so that one solution doesn’t create problems elsewhere in your plan. We look at all aspects of your situation in an effort to determine the best combination of preferred outcomes in your holistic Financial Life Ecosystem.
Dale E. Veitch, CIMC®
Founder and Chief Executive Officer
Lexington was born out of the life experience of our founder and CEO, Dale Veitch. Very early in his career, he encountered unforeseen events which changed the course of his future and forced him to rethink ways of doing business and how to treat people. The insights gained from this experience gave him a focus and a vision for building and protecting wealth in today's world which ultimately led to the development of Lexington Financial/Life Management.
Mr. Veitch has over 26 years of experience in the financial services industry. During that time, he has been the founder of two successful investment advisory firms, a non-depository trust company and a multi-family office. Lexington Family Office was named the fastest growing firm among multifamily offices surveyed by the Family Wealth Alliance in 2006. Dale crafts strategies for clients and coordinates advice from all team players to assure the plan is implemented as efficiently as possible and on a timely basis. He takes pride in monitoring the plan over time and educating all generations on the impact the family's wealth will have on their individual and collective lives.
Today, Dale leads a team of professionals who are driven to serve business owners and their families in today's world of challenge and opportunity.
KRISTOPHER D. MILLER, CPA/PFS
Director of Advanced Planning
Kris is Lexington’s Director of Advanced Planning. He is a Certified Public Accountant and Personal Financial Specialist with more than 15 years of experience serving the needs of high net worth clients.
Kris’s experience includes advising national and international public companies, large to mid-sized private companies and individuals including entrepreneurs and retirees. His business clients represent a wide range of industries including real estate, construction, manufacturing, healthcare, pharmaceutical, software as a service and transportation. He is proficient in consolidated Corporation, complex partnership and multi-state tax compliance and consultation as well as international tax compliance.
Kris is a member of the Tax Advisory Council of the National Federation of Independent Businesses (NFIB), which focuses on advising and consulting on tax issues impacting small businesses, as well as the Treasurer for Matthew 25, Inc., an organization that helps homeless men find jobs and homes in Nashville, Tennessee.
Rona S. Fingold, M.S.W., J.D., LL.M.
Principal, Director of Estate Planning
Ms. Fingold acts as Lexington's lead tax and charitable planning strategist and assists with the formation of Family Strategic Plans. Ms. Fingold has more than 30 years of experience in estate planning and tax. Her particular focus has been closely held businesses and their owners. Her professional experience includes 16 years as a tax partner at Cooley, Shrair P.C., a Massachusetts law firm, where she continues to serve Of Counsel and 17 years as a Manager at the accounting firm of RSM US LLP, specializing in estate and gift tax, where she continues to work part-time.
JEFFREY SMITH, CPA
Jeff is Lexington’s Director of Operations and also serves as a Family Advisor. He brings his unique skill set assisting our team in crafting the plans, working with client advisors to implement the plans, and ensuring that the plans work properly over time.
Jeff’s focus is guiding high net worth clients who desire their financial and tax planning to advance their core values and aspirations. As a Family Advisor, he brings expertise in income taxation, accounting, advanced estate planning, advanced philanthropic planning, and alternative wealth strategies. Such skills place Jeff in a unique position to assist the client in developing and implementing a plan, together with the LEX team and Alliance a plan that will achieve the client’s goals of positively impacting the world during their lifetimes and through their legacy.
Jeff is a graduate of Southern Illinois University, Carbondale where he earned a BS in Accountancy in 1979. He is a Certified Public Account with a great deal of experience as a strategic financial problem solver.
Mark A. Patterson
At Lexington, Mark provides the overall branding and direction for our marketing. His vision has been instrumental in defining our direction and focus with closely held business owners. Mr. Patterson has more than 30 years experience working with corporations and entrepreneurs around the world as a creative catalyst, designer, and brand consultant. In 1981 he co-founded Patterson/Thomas, Inc., a marketing and design firm based in Indianapolis. In 1995 he co-founded Just Marketing Inc., creating the brand and vision for what is today the largest motorsports marketing firm in the world. In 2000, Mr. Patterson founded The Brand Artist, working with businesses and high-net worth individuals to help them discover, package and market their unique creativity.
Director of Financial and Tax Reporting
Tiffany holds the position of Director of Financial and Tax Reporting at Lexington Financial Life/Management. She has more than 6 years of experience in public accounting, servicing the needs of high net worth clients and the businesses they own. Her experience includes tax compliance and business/personal financial reporting. She identifies financial trends to offer sage advice and guidance within financial reports. She holds a master’s in accountancy from Lipscomb University and committee membership in the Tennessee Society of Certified Public Accountants Federal Tax Committee.
Tamela N. Woode
LEX Ambassador/Executive Assistant
Tam plays an important role at Lexington serving as our LEX Ambassador handling our front stage presence and facilitating communications with clients and team members. She is also Executive Assistant to our CEO and facilitates communications and project coordination. She has a background in corporate compliance, policy creation, project management, and training. She has experience in a broad spectrum of administrative tasks including office management, organization, scheduling, and correspondence. Tam is a dedicated professional who gets things done. She is very active in the community and enjoys mentoring others.