Heather Lewis, Financial Advisor located in Sumner, WA

Financial Advisor
Heather A Lewis

CPWA®
612 Harrison St Suite 200, Sumner, WA 98390opens in a new window
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Focus Areas

  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Wealth Strategies
  • Agribusiness Professionals
  • Professional Athletes

Financial Advisor Certifications

  • CPWA®

    Certified Private Wealth Advisor®

Team Members

  • Shannon Lentz
    Sr. Branch Office Administrator
  • Leslie Birdsall
    Sr. Branch Office Administrator

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Office Information

Phone

(253) 863-1027

Fax

(877) 354-0251

Office Address

612 Harrison St Suite 200
Sumner, WA 98390opens in a new window

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