Team

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

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 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.