With over 18 years of experience in client service—including roles in the legal, marketing, and wealth management industries—Lessa brings a deep commitment to supporting clients with care, efficiency, and attention to detail. For the past 10 years, she has focused on the wealth management space, helping ensure clients receive seamless service and personalized support.
Based in Charlotte, NC, Lessa is dedicated to her extended family and raising of two teenagers. Outside of work, she enjoys baking and unwinding by binge-watching her favorite shows.