Howdy, I’m Lewis and I love helping people. In my business this means helping people plan their finances because money is inextricably tied to our daily life and longterm decisions.

Working with me means getting help with your investments and retirement savings. It means having someone to help navigate the financial aspects of life.

I help people with the little things and the big. Whether it navigating a 401k or quitting their jobs and start their own businesses. I help people buy their first house, or welcome home their children. I help people pick investments and figure out if they can afford to have a puppy. I help generations transition in family businesses. I want to be there to help you through the challenging times and celebrate the good.

I am scientist turned financial planner. Work with me if you want a financial planner who is more Bob Ross than Gordon Gecko, more Sagan than Wall Street Wolf.

Working with me is a hands on experience. My goal isn’t to become a famous influencer or a startup tycoon. For people with investments to manage I provide ongoing investment advice and financial planning. For those who prefer I provide hourly and project based advice and consultation.