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Team

The Financial Fitness Center team is comprised of specialists, working together to support individuals, families, and small business owners, throughout the greater San Francisco Bay area and points beyond. Teamwork has made the Financial Fitness Center™ a one-stop financial services firm, providing outstanding financial education and personalized financial strategies.

With financial empowerment as our driving theme, the vision at FFC is to help each client understand all the parts of their financial health in order to build a stronger future.

 

Lois Leynse, EA, Advisory Representative

Founder, Tax and Wealth Advisor

(510) 653-1914

(510) 653-4915

lois@financialfitnesscenter.com

Lois Leynse is the founder and Wealth and Tax Advisor of Financial Fitness Center™. She has more than 25 years of experience in the tax industry and more than 17 years in the financial services industry.

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Carol McClellan, EA

Enrolled Agent and Insurance Agent

(510) 653-1914

(510) 653-4915

carol@financialfitnesscenter.com

Carol McClellan is an Enrolled Agent and tax advisor with Financial Fitness Center™ and has been a member of the team since 1997. She manages the firm’s accounting department and specializes in tax preparation.

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Anne Lowry

Tax Advisor, Real Estate Agent, Financial Representative, and Insurance Agent

(510) 653-1914

(510) 653-4915

anne@financialfitnesscenter.com

Anne Lowry is a registered tax preparer, licensed real estate agent, investment representative, and insurance agent. A member of the firm since 1992, she enjoys working alongside her team and serving her clients.

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Jennifer Stewart-Smith, EA

Enrolled Agent, Financial Representative and Insurance Agent

(510) 653-1914

(510) 653-4915

jennifer@financialfitnesscenter.com

Jennifer Stewart-Smith is an Enrolled Agent with Financial Fitness Center, Inc. and an Investment Representative with Avantax Investment ServicesSM.

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Jennifer James, EA, MST

Enrolled Agent and Advisory Representative

(510) 653-1914

(510) 653-4915

jjames@financialfitnesscenter.com

Jennifer James is an Enrolled Agent, tax advisor, and Advisory Representative with HD Vest Investment ServicesSM and has been a member of the team since 2011. She specializes in complex tax returns.

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Xiomara Melendez-Amaya

Excecute Assistant, Public Notary and Insurance Agent

(510) 653-1914

(510) 653-4915

xiomara@financialfitnesscenter.com

Xiomara Melendez-Amaya is our office Executive Assistant and Financial Service Administrative Assistant, a licensed Notary and Insurance Agent. She has been a member of the team since 2000.

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Georgie LeWright

Tax Preparer, Data Entry Specialist

(510) 653-1914

(510) 653-4915

georgie@financialfitnesscenter.com

Georgie LeWright is a registered tax preparer and data entry specialist. A member of the team since 2009, she handles the electronic filing of tax returns and supporting documents for clients.

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Gurvinder Aujla

Advisory Representative, Tax Preparer (CTEC), Real Estate & Insurance Agent

510-789-7412

510-653-4915

Gurvinder@financialfitnesscenter.com

Gurvinder joined our firm in 2019 with over two decades of banking experience specializing in Wealth Management Services. She is also a life, annuity, and long-term care insurance agent. She has her CA Real Estate License since 2004. 

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Nata Williams

Client Relationship Manager

510-653-1914

510-653-4915

Nata@financialfitnesscenter.com

Nata is a native of Chicago, IL, she has been working in finance for the past 25 years. Nata enjoys cooking and spending time with her family.

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