Steve Lewis

Meet your Investment Advisor Representative, Steve Lewis, a dedicated professional with a diverse background spanning various industries, from logistics to sales. Steve combines a wealth of experience with a passion for helping clients navigate the complex waters of finance and insurance, paralleling his enthusiasm for bass fishing.

Steve's journey is underscored by discipline and resilience, hallmarks of his 8-year service in the military. The invaluable life and leadership skills acquired during this time laid a robust foundation for his multifaceted career path and his unwavering commitment to serve others.

Post-military life saw Steve venture into entrepreneurship within the trucking and logistics industry. His hands-on experience as a small business owner not only honed his strategic planning and operational skills but also deepened his understanding of the financial challenges and opportunities faced by enterprises.

Transitioning next into a Financial Advisory role, Steve demonstrated a knack for understanding client needs across a spectrum of industries, including Wine and Liquor, Facility Supply/Management, and Engineering Sales. His consultative approach, combined with his ability to connect and communicate, has ensured client satisfaction and repeat business.

Since the dawn of 2020, Steve has immersed himself in the finance and insurance sector. His certifications in Life & Health Insurance and extensive knowledge gained from the SIE (Securities Industry Essentials), Series 6, 26, 63, and 65 licenses, stand testament to his expertise. Clients find reassurance in his comprehensive approach to financial planning, wealth management, and risk mitigation, all tailored to their unique life situations and goals.

Beyond the world of finance, Steve harbors a passion for bass fishing. He believes that the patience and strategy involved in landing the perfect catch is not unlike the approach needed for sound financial planning. Clients are encouraged not only to discuss their financial aspirations but also share stories or seek advice on bass fishing — a testament to Steve's belief in building relaxed, genuine relationships.

Whether you're looking for guidance on wealth management, securing your future with the right insurance, or even exchanging bass fishing tales, Steve Lewis is your go-to professional. Connect with him today — where financial advisement meets a friendly, approachable conversation.