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.
Anne Lowry
Tax Advisor, Real Estate Agent, Financial Representative, and Insurance Agent
(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.
Carol McClellan, EA
Enrolled Agent and Insurance Agent
(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.
Georgie LeWright
Tax Preparer, Data Entry Specialist
(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.
Gurvinder Aujla
Advisory Representative, Tax Preparer (CTEC), Real Estate & Insurance Agent
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.
Jennifer Stewart-Smith, EA
Enrolled Agent, Financial Representative and Insurance Agent
(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.
Lois Leynse, EA, Advisory Representative
Founder, Tax and Wealth Advisor
(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.
Xiomara Melendez-Amaya
Excecute Assistant, Public Notary and Insurance Agent
(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.