Project Description

Lisa M. Wesley
Lisa M. WesleyClient Services Manager
Walnut Creek
Lisa has worked in the financial services industry since 1996, and brings with her years of diversified experience. Lisa and Terry Allen have worked together in various capacities since 1999. Before joining Enhance, Lisa held a variety of key financial service positions, giving her a multidimensional outlook on the industry. Specifically, her work as a Financial Advisor, Practice Management Consultant and Branch Manager exposed her to the planning needs and workflow processes of multiple clients and national broker dealer networks. Working as a financial advisor, as well as a manager of other advisors, gives Lisa a unique perspective. She is equally adept at handling the client centric as well as operational aspects of the practice. The experience she brings in client service, process development, problem solving and more are a welcome addition to Terry’s Team. Her industry knowledge and distinct background are a good compliment to Terry’s skills and expertise. They both are committed to promoting 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 attended Oakland University in Rochester, Michigan completing coursework in Accounting and Marketing. After relocating to the Bay Area, she raised three sons and earned her Bachelors Degree in Theology, with an emphasis in Counseling. Lisa has also completed Investment, Insurance and Risk and Retirement Planning courses through Boston University’s Institute of Finance.

Lisa holds Securities Registrations Series 7, 24, 63 and 66. She also holds a California Insurance License for Life, Health and Disability. CA License # 0D78914.