Heather Lewis, Financial Advisor

FINANCIAL ADVISOR
Heather A Lewis

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

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Wealth Strategies

Certifications

  • CPWA®

    Certified Private Wealth Advisor®

  • CFA®

    Chartered Financial Analyst®

Team Members

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

Send Me a Message

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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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