Our professional financial advisors and retirement planning specialists have decades of experience helping educators, healthcare professionals and others in the community live comfortably and confidently in retirement. Lewis Financial Group began as a investment services firm in 1970, and has been a solid presence in the community since we started.

Our CEO, Kate Lewis, has invigorated the company’s approach using her 30 years of financial industry leadership. Kate serves on the Board of Milwaukee Montessori School, supporting local educators and residents. Members of our team actively support community organizations like Make-A-Wish and other charitable and spiritual organizations. We care deeply about our clients and our community, and we are dedicated to serving both through the work we do as professionals and individuals.

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC.