For the past 13 years, I have been working with families and business owners who are looking to build, protect and transfer wealth. As a financial advisor, my goal is to partner with you to help you meet your financial goals. I want to understand your entire financial situation in order to develop investment strategies just for you.
I am originally from Liberal, Kansas and graduated from Washburn University in Topeka. It was at Washburn that I met my beautiful wife, Erin. Erin is a third-grade teacher. We have two daughters, Lauren and Aubrey, that keep us on our toes. Lauren is a fourth grader and Aubrey is a second grader. Both girls love gymnastics, dancing and playing with their friends as much as possible. As a family, we love to spend time going to the lake, golfing and travelling.
I have held the CERTIFIED FINANCIAL PLANNER™* certification since 2012. This certification has allowed me to help my clients with more complicated retirement and estate strategies.
I have served as a field trainer for new financial advisors, a mentor, client solutions leader, performance leader and recruiting leader for the greater Wichita area. I've also had the privilege to serve as a board member on the Mulvane Education Foundation and am an active member of South Rock Christian Church.
My branch team of myself and branch office administrators, Wilma Alumbaugh and Stephanie Barger, are committed to partnering with you and providing you with the highest level of service. Please let us know if we can help you in any way!
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
Phone NumberJon M Lewis at (316) 777-0780
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|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
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