Experience

Pending

• United States
• 100 - 200 Employee

• Pending

  • Oct 2020 - Present



Lewer Financial Advisors

• Senior Financial Advisor

  • Jan 2012 - Oct 2020

  Work as an RIA on the Wealth Management side. Also involved in the distribution stage prioritizing Qualified and Non-Qualified monies as well as Social Security. Please watch these videos to learn more about my philosophy when it comes to Wealth Management and Accumulation. Work as an RIA on the Wealth Management side. Also involved in the distribution stage prioritizing Qualified and Non-Qualified monies as well as Social Security. Please watch these videos to learn more about my philosophy when it comes to Wealth Management and Accumulation.



Lewer Companies

• United States
• Insurance
• 1 - 100 Employee

• Vice President,, Financial Services

  • Nov 1990 - Oct 2020

  As a financial advisor, I work to manage my clients’ assets with their goals and risk attitude complimenting each other, because it’s a "win-win" situation. My focus is on asset accumulation, protection and distribution. My priority is producing desired results within the parameters the client has outlined.Since The Lewer Agency launched its Wealth Management services, a natural transition within our marketplace, we now offer a full, comprehensive investment program individually tailored to each client's needs, and I am able to be involved in a business I particularly enjoy. Show less