556 E 1400 S, Orem, UT 84097
Lee is a United States Supreme Court Counselor who has helped over half million people understand how to use the law to make more money and protect their assets. He has practiced law for over 30 years and helped some of the wealthiest people protect themselves. He is the author of 15 books, has given over 5000 live lectures, and is a popular continuing education teacher for attorneys, accountants, insurance, and finance professionals.
Kristy has been admitted to practice law before the U S Supreme Court and before the Utah State Bar. She received her Juris Doctorate and a B.A. from Brigham Young University. She served for one year as the legal clerk for the Honorable Judge Ray M Harding. She next served as corporate counsel for Capital Source, Inc., a venture capital search firm, and now oversees development projects and customer support for LegaLees Corporation. She is the mother of three children and nine grandchildren. She and Lee make their homes alternately in the Rocky Mountains of Utah and the shores of the Gulf of Mexico.
Michael Stevens founded Capital Wealth Advisors in April 2009, when he saw the importance in offering independent, high-quality financial products and counsel to his clients using a personal approach, with a keen eye to detail. His values-based financial strategies help his clients make smart choices about money, develop strategies to minimize the impact of taxes and inflation on their investments, and help protect wealth to create legacies for their families.
A native of Calgary, Canada, Mike has made his home in Utah since 2006 with his beautiful wife and family. In addition to enjoying Utah’s world-famous skiing, he is an avid mountain bike and dirt bike rider and enjoys exploring the amazing outdoor splendor that Utah has to offer. Mike also divides his time engaged in a leadership role in his local church. Mike graduated from Utah Valley University with a bachelor degree in Business Management.
Benjamin Rucker is a former IRS revenue agent with over seven years of experience. During his tenure with the IRS, he served in the Special Enforcement Program, trained as a tax trial expert witness, and was nationally recognized by the Civil Fraud Program and Criminal Investigation Division. His ethical standards are considered to be the highest.
The owner and founder of Rucker Tax & Consulting, LLC, he has the knowledge and skills to effectively represent clients against aggressive IRS audits and collection actions.