Lea Callison

I am proud to serve as an Assistant & Client Services Associate at Nick Weber’s firm. With over 20 years of experience in the financial services industry, I've had the privilege of working in various capacities that have honed my skills and deepened my passion for client service. My journey began after I obtained a Bachelor's degree in Human Resources from California State University, Sacramento, a decision inspired by my desire to understand and serve people better.

As Nick's assistant, it is crucial for me to know his clients well and provide the best service possible. I am committed and dedicated to ensuring your requests are completed seamlessly from start to finish. What I enjoy most about my job is making people happy with good customer service. It's incredibly rewarding to know that clients trust me and appreciate the attention I am able to give them.

My career path has taken me through roles at a local Third Party Administrator Firm, Franklin Templeton, and as an Assistant Supervisor at E*TRADE Financial in the Retirement Operations Department. These experiences have been instrumental in shaping my approach to client service. At our firm, my primary responsibilities include managing the advisor's calendars, scheduling client appointments, resolving and assisting with client inquiries such as opening accounts, processing distributions, money movements, and updating client profiles. I also assist participants of retirement plans and run reports for client RMD distributions and retirement plan annual reviews.

Born in Santa Rosa and raised in the Bay Area, I am a long-time resident of Folsom, California, where I live with my husband of 26 years, Tom. We have two wonderful sons, Tyler, 24, and Logan, 20. As we adjust to being empty nesters, I find joy in cooking, entertaining, traveling, playing golf, and spending quality time with family and friends. In my free time, you'll find me indulging in my love for cooking, golf, and travel, all while cherishing moments with my family and friends. As I continue to grow in my career, my motivation remains the same: helping clients and providing them with exceptional service, knowing that I have made a positive impact in their lives.