

Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Charitable Giving
- Employee Stock Options
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Charitable Giving
- Employee Stock Options
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Traveling
- Golfing
- Outdoor Enthusiast
- Coaching Sports
Team Members
Stacey LewisBranch Office Administrator
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 09:00AM - 03:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
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