Meet Our Team

Meet Our Team

Photo of team member

J. Illana Weisman

Planner

925-937-7800

Illana joined the Life&Wealth team in July 2005 and currently serves as Planner for the firm.

After receiving her MBA in Accounting from the University of California at Berkeley, Illana worked as an internal auditor at Blue Cross and the Office of Thrift Supervision for 11 years. She then took a career detour, returning to San Francisco State University to get a teaching credential.

She is an Enrolled Agent licensed by the Internal Revenue Service and completed the UC Berkeley Extension’s Certificate Program in Personal Financial Planning.

Janice Kelso

Client Communications Coordinator

925-937-7800

Janice has worked part-time with Life&Wealth Advisors since joining the team in June 2005. Her primary responsibilities include client services and marketing.

Previous to her tenure with Life&Wealth Advisors, she has had the privilege of being a "stay-at-home mom" and active school, church, and sports program volunteer. Prior to and in concert with those volunteer experiences, Janice managed a small technology firm and worked full-time for a Fortune 500 insurance firm as a Project Manager - managing various business units, telecom, and design and build-out of corporate offices.

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