Lisa Allen

Vice President of Client Services

Lisa Allen is a newly appointed Vice President of Client Services at ELE Wealth Management, Inc.  Ms. Allen is a graduate from Davenport University with a bachelor’s degree in Business Administration, specializing in Management. Ms. Allen brings over 30 years of Operations management in the service industry with a strong grasp on and customer/client service.

Ms. Allen’s management success has been attributed to her jovial personality which allows her to establish a rapport with her customers/clients and coworkers alike.

In Ms. Allen’s new role, she is excited and committed to provide excellent leadership and customer/client service to her internal and external customer/client.

In Ms. Allen’s spare time she loves a good movie and concert, she loves to travel, and to spend quiet time with her fur baby. Ms. Allen also loves to cook and spend quality time with family and friends.

Her motto is “A happy customer might tell a friend, but an unhappy one will tell the world.Therefore, let us keep them happy!


Phone 248-356-6555