As a financial advisor with over 13 years of experience, I've had the privilege of helping countless clients across the country organize, build, protect and most importantly, enjoy their wealth. I have a passion for helping others and work tirelessly to construct customized financial strategies that align with your visions, values and goals.
We strive to be the first choice for serious long-term individual investors and business owners in West Texas.
By using our proven approach to long-term investing, we’ve been able to create lifelong relationships based upon trust, communication and actualized results. In partnership with my Branch Office Administrators, Allison Martinez and Gina Lewis, we maintain consistent communication with our clients and are always available to answer any questions as they may arise. As a team, we seek to provide organization, accountability, discipline, education and protection for you so that you may achieve your most important financial goals. We will work closely with your legal and tax professionals by consulting their expertise in all relevant matters.
As a client, you should feel understood, informed and in control of your financial situation. We will take the time to get to know what's important to you, never losing sight of that as we work with you toward your most important goals.
When I'm not working with clients, I love spending time with my family, playing golf and helping the surrounding community. I have been married to my wife, Shelby, for 13 years and we have two wonderful children.
I've served on the board of the Levelland LIFE Foundation, which helps cover the cost of dual credit hours for our high school students receiving college credits. We also help support the Wallace Theater Project, South Plains College Scholarship Gala and Auction, Little Dribblers, Levelland Main Street and many other organizations and causes.
Please give us a call or stop by the office – we look forward to seeing you!
- Wealth Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- College Savings
- Insurance & Annuities
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
- History and Museums
Phone NumberBrian M Lewis at (806) 894-1794
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More