Our Team

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Meet Our Qualified Team

Lee Murphy

Founder & CEO, SATI Wealth | Financial Advisor

Lee Michael Murphy is the Founder and CEO of SATI Wealth, a boutique financial advisory firm committed to helping clients grow, protect, and enjoy their wealth with confidence. With 15 years of experience in the financial services industry, Lee has worked across a range of advisory models—including firms focused on risk mitigation and others grounded in modern portfolio theory—giving him a deep, well-rounded perspective on what truly drives long-term financial success.

Today, Lee leads SATI Wealth with a focus on building customized portfolios that incorporate alternative investments, specialty bonds, and the strategic use of call and put options to help clients enhance outcomes and manage risk more effectively. His approach is especially well-suited for clients in or nearing retirement who are looking to generate income without taking on excessive volatility, while also reducing unnecessary tax exposure through targeted capital loss harvesting and tax-efficient trading.

In addition to his advisory work, Lee previously hosted The Free Retiree Show, where he explored topics related to wealth, career development, and personal growth through conversations with experts and thought leaders.

Lee earned his Bachelor of Science degree in Business Management and Finance from San Jose State University and holds an Executive Certificate in Financial Planning from San Francisco State University. Outside the office, he enjoys coaching youth soccer and spending quality time with his wife, Victoria.

Rachel Lloyd

Client Service Associate

Since 2017, Rachel Lloyd has been a dedicated professional in the financial services industry, known for her client-first mindset and commitment to operational excellence. As a Client Service Associate, she plays a key role in ensuring that every client interaction is smooth, efficient, and personalized.

Rachel brings a strong foundation in client service, handling a wide range of responsibilities including processing service requests, preparing and submitting paperwork, opening new accounts, coordinating meeting schedules, tracking follow-ups, and managing required minimum distribution (RMD) processing. Her attention to detail and organizational strengths ensure that client records remain accurate and up to date.

In addition to her client-facing responsibilities, Rachel supports internal initiatives that streamline operations and enhance the overall client experience. She holds the Financial Paraplanner Qualified Professional™ (FPQP™) designation, is a certified Notary Public, and studied Business Administration with a focus in Accounting at J. Sargent Reynolds Community College, where she earned her Accounting Certificate.

Outside of work, Rachel enjoys spending time at the beach, attending concerts, and going to the racetrack with Brandon and Lanie. A proud identical twin, she also loves relaxing with her dogs and making the most of life’s little adventures.

Marissa Johnson

Director of Client Service & Operations

Marissa Johnson serves as our Director of Client Service & Operations, where she plays a central role in delivering a seamless, high-quality experience for every client we work with. She oversees day-to-day operations, leads our client service team, and ensures that everything—from account openings and paperwork to meeting coordination and follow-ups—is executed with accuracy, care, and efficiency.

Marissa’s leadership allows our office to stay focused on delivering strategic, personalized financial guidance, while she manages the systems and workflows that keep the firm running smoothly. In addition to client service, she plays a critical role in compliance oversight, staff training, and process optimization—ensuring we remain scalable and aligned with best practices as we grow.

Marissa brings over 8.5 years of experience in the financial services industry. She began her career as an administrative assistant, advanced to become a Client Service Associate supporting multiple advisors, and now leads operations and service at our firm alongside Lee Murphy.

She holds a Bachelor’s degree and an Elementary Education Teaching Credential from San Jose State University. Outside of work, Marissa enjoys spending time with her husband and two children, hiking, reading, and cross stitching.

Mike Bogseth

As the Head of Compliance for SATI

Wealth, Mike oversees all advisory operations to ensure our firm maintains the highest standards of fiduciary care, regulatory adherence, and operational integrity. He plays a crucial role in shaping our supervision framework, supporting advisor development, and safeguarding our clients’ best interests. His leadership anchors the compliance culture that SATI Wealth prides itself on.

Mike Bogseth is an experienced financial professional with a robust background in supervision, compliance, and retirement income planning. He is passionate about financial planning and dedicated to helping clients achieve their financial goals. Mike holds several industry licenses including FINRA Series 4, 7, 24, 53, 63, 66, and insurance, as well as the CFP® certification —reflecting his commitment to excellence in the financial services industry.

Mike graduated from the University of Nebraska in 2006, earning a degree in Economics and International Business. Over the years, he has developed a reputation for his expertise and unwavering dedication to client success.

Outside of work, Mike is passionate about baseball. He plays adult baseball and is the head coach of his son’s select baseball team. Mike resides in Omaha, Nebraska with his wife, Sarah, and their three children: Bryson (11), Cassie (9), and Ethan (6).

Schedule Your Appointment Today

We offer in-person meetings at our offices in Downtown San Jose and Downtown Morgan Hill, as well as virtual meetings for clients who prefer to connect remotely.

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Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC/Form CRS. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. This communication is strictly intended for individuals residing in the states of: AZ, CA, FL, NV, OH, OR, TX, WA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.