Meet Our Team

Meet Our Team

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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.

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Janice Kelso

Client Relationship Manager

925-937-7800

Janice has worked as Life&Wealth Advisors' Client Relationship Manager since joining the team in June 2005. Her primary responsibilities include client services.

Janice managed a small technology firm and worked for a Fortune 500 insurance firm as a Department/Project Manager in charge of various business units, telecom, and design and build-out of corporate offices.

 

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