My name is Jeremy Lewis, I have been with the firm since 2022 and joined full time after graduating with a bachelor’s degree in Personal Finance; Financial Planning from the University of Wisconsin-Madison. I help my clients navigate preparing for retirement and other financial goals through planning. My mission is to build long-term relationships with my clients and be a resource throughout their ever-changing lives.
I currently hold the following licenses:
- FINRA Series 7 securities
- FINRA Series 66
- Life/Health/Accident Insurance
When I’m not at the office, I enjoy being outdoors, golfing, traveling and spending time with my family.