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Jennifer San Fillippo
President 
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With over 30 years experience in the financial services industry, Jen has been a licensed advisor for more than 23 years. She has focused her business on retirement and has an extensive background in the administration of retirement plans for both corporations and individuals. Over the years she has helped families and individuals successfully navigate the complexities of the financial industry and markets, allowing for better understanding and achievement of individuals’ goals and dreams. Navigating the storms of volatile markets can be overwhelming for some and Jen has been successful in assisting her clients to be at ease and remain calm during turbulent times.
A Magna Cum Laude graduate in Business Administration, Jen went on to The John Marshall Law School to study Employee Benefits Law. She is an active member of the American Retirement Association, American Society of Pension Professionals and Actuaries, a past President of Wisconsin Retirement Plan Professionals Ltd., and a top woman advisor for the National Association of Plan Advisors* for each year since that award has been given. In addition, Jen was honored to be selected as one of the top 5 advisors, nationally, by PLANSPONSOR** magazine in 2010. Jen is also active in the community and happy to give time and resources to local groups near and dear to her heart including StreetLife Communities, Inc., Pathfinders Milwaukee, World Vision, and National Christian Foundation. When not working or volunteering, she enjoys spending time with her husband and four kids, traveling, cheering on the Green Bay Packers and entertaining. *Established in 2015, nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees had to be women, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance.
**PLANADVISER magazine recognizes the top quantitative standouts from their Retirement Plan Advise the dollar value of qualified plan assets under advisement, as well as the number of plans under advisement. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. |
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Elizabeth Tavidian
Office Manager & Insurance Specialist 
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Elizabeth Tavidian holds a duel role with Lakeview Wealth Strategies, serving as the Office Manager and Insurance Specialist. Her primary focus is maintaining Mrs. San Fillippo’s schedule and assisting with client meeting preparations. She also tracks client follow up requirements and assists our clients with their life insurance needs.
Prior to joining the Lakeview team, Elizabeth was an Executive Assistant and Event Coordinator for AXA Advisors. She also worked as an Office Manager and a property and casualty agent for Allstate. In her spare time, you can find her participating in extreme sports, hiking, kayaking, watching the housing market and spending time with her daughter and two pets. Elizabeth graduated cum laude with her bachelor’s degree from Paul Smith College in upstate New York. She majored in Hospitality Management and was a restaurant and banquet manager for ten years before transitioning into the insurance and investment industry. She is a firm believer in giving back to the community and serves as a volunteer at The Ridge Community Church, Safe Families for Children and Operation Christmas Child. |
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Sarah Meilahn
Executive Assistant & Insurance Specialist 
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Sarah Meilahn holds a dual role with Lakeview Wealth Strategies, serving as Executive Assistant to Jennifer San Fillippo and Insurance Specialist. She works closely with our Office Manager and Advisors to provide a customized experience for our clients. Her primary focus is the client experience and exceeding client expectations.
Prior to joining Lakeview, Sarah was an Executive Assistant to a Registered Representative for over a decade. Before that, Sarah worked in the medical field as a medical assistant and surgery scheduling manager. Sarah graduated from MATC with an Associate Degree in Business with additional certificates in medical administration. Sarah holds her State of Wisconsin Life Insurance License. In her spare time, Sarah enjoys spending time with her son and family members. She believes in always helping people and giving back so also enjoys volunteering when she can. |
