Leisa provides support to the advisors and assists in all aspects of client service-related issues including trading, meetings, account support and industry research. Before joining San Diego Wealth, Leisa had more than 10 years of successful professional experience in client services, operations, alternative investments, and client case management support. Outside of the workplace, she enjoys trying out new restaurants, going on camping trips and concerts, and attending local events with her husband Ian, and their corgi, Tucker.