Lisa Wesley, Client Relationship Manager
As a 20 year veteran of the financial services industry, Lisa brings her years of diversified experience to Enhance Wealth Advisors® Lisa and Terry have worked together in various capacities since 1999.
Before Joining Enhance Wealth Advisors® Lisa held a variety of key positions in the areas of branch supervision, compliance, marketing, accounting, practice management, and financial advisory. She has worked with large and small broker dealer networks, as well individual advisory practices as both a consultant and an employee. The experience Lisa brings in client service and process development are a welcome addition to the Enhance Wealth Advisors® team.
Lisa is interested in helping clients through the transitional phases of life, enjoying the sense of accomplishment they experience as they achieve the milestones they have set for themselves. Her industry knowledge and distinct background are a good compliment to Terry’s skills and expertise. They both are committed to providing a culture of exceptional service, giving each client the attention they deserve. Their combined energy, expertise, and experience create an association that will continually strive to place clients in a position to thrive in the midst of changing circumstances.
Originally from Michigan, Lisa is a long time resident of the Bay Area. She is married and has three sons. In addition to her work within the financial services industry, Lisa has an extensive volunteer background, working within her community as an educator, coach, and volunteer coordinator. She holds a S.T.M., and is further accredited as a financial coach through the AACC. She has completed investment, insurance and retirement planning courses through Boston University’s Institute of Finance, as well as holds FINRA Series 7, 24, 63 and 66 registrations. She is also licensed for Health and Life insurance through the State of California. CA Insurance License 0D78914.