Jean Wilson is a recent member of the Enderle & Romans team, having moved from her 33 year residence in Santa Barbara, California, to be closer to family. Jean is E&R’s Client Relations Manager bringing with her over 25 years of customer service, accounting, office management and executive assistant experience. She is responsible for greeting clients and answering the phone, treating each client, on the phone or in person, like they were the only clients of E&R. She also assists the partners in various capacities.
In her customer service experience, she was titled “Director of First Impressions”, bringing excellent communication and interpersonal skills. Jean has a pleasant demeanor and the ability to diffuse the most difficult situations. She really enjoys making the clients feel comfortable and goes out of her way to bring a smile or a kind word.
Her career has included several other CPA firms and professional offices, including 5 years as Executive Assistant for Casa Serena, a drug and alcohol treatment residence for women. Jean enjoyed serving her community and the women that came there for treatment. She looks forward to continuing to give her service to the Lexington community and beyond, and the clients and staff of E&R.
She and her husband are enjoying being closer to their three grown children and eight grandchildren, which is why they chose Lexington to be their home. They also enjoy having the four seasons. In Jean’s spare time, she likes to read, walk and cross stitch. She and her husband also belong to a church here in town. They make their home in the McConnells Trace area.