Broker Check

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

Tax Advisor

(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, Investment 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

Investment Representative, Tax Advisor

(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 HD Vest Investment ServicesSM.

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Jennifer James, EA, MST

Advisory Representative, Tax Advisor

(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

Financial Service and Administrative Assistant

(510) 653-1914

(510) 653-4915

xiomara@financialfitnesscenter.com

Xiomara Melendez-Amaya is the Office Manager, Financial Service Administrative Assistant, and licensed Notary. A member of the team since 2000, she is the office’s friendly receptionist and ensures the firm runs smoothly.
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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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