Lisa Allen

Vice President of Client Services

Lisa Allen joined ELE Wealth Management, Inc. in January 2021 as Vice President of Client Services.  Ms. Allen is a graduate of Davenport University with a bachelor’s in business administration, specializing in management. Ms. Allen brings over 30 years of Operations management in the service industry with a strong grasp on 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 providing excellent leadership and customer/client service to her internal and external customers/clients.  

In Ms. Allen’s spare time, her first love is traveling! However, she also loves a good restaurant, movie, and concert. Ms. Allen is family oriented and loves to cook and spend quality time with friends and family.

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


Industry License:  Life & Health Insurance

Phone 248-356-6555