Lewis has spent more than 18 years helping individuals, business owners, and executives make smarter, more confident financial decisions. Since beginning his career in insurance and financial services in 2008, he has developed a broad perspective that allows him to look beyond individual products and focus on the bigger financial picture.
As a CERTIFIED FINANCIAL PLANNER™ professional, Lewis believes successful financial planning is about more than numbers. His approach combines thoughtful financial strategies with an understanding of the behaviors and psychology that influence how people make decisions about money. His goal is simple: help clients pursue their financial objectives while building the habits and confidence necessary for long-term success.
Lewis brings experience across a wide range of financial disciplines, including portfolio construction and management, life insurance and annuity planning, retirement and pension planning, property and casualty insurance, personal banking, and mortgage underwriting. In short - if it has a dollar sign attached to it, chances are Lewis has experience helping clients navigate it.
Lewis earned his Bachelor of Science in Business Administration (BSBA) in Finance and Economics from the University of Nevada, Las Vegas. He is a Registered Representative with Kestra Investment Services, LLC (Kestra IS) and an Investment Advisor Representative with Kestra Advisory Services, LLC (Kestra AS). He holds the Series 7 and Series 66 licenses and is an Insurance Producer, licensed to advise on various insurance products in numerous states across the country.