10700 West Research Drive,
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.
CEO and Financial Advisor
Kate founded Lewis Financial Group after 25 years in the financial services industry when she purchased a financial services firm established in 1970 and turned it into a wealth management practice offering clients full-service...
Lisa joined Lewis Financial Group in 2023 bringing with her 25 years of experience. That wealth of knowledge regarding money management and investing is applied in her continuing work caring for clients’ financial needs.
Investment Services Manager
Brian started his career in 1992 with Voya’s legacy company Aetna Financial Services. He moved to Milwaukee to be closer to his wife’s family, joining Lewis Financial Group’s predecessor firm in 2003.
Client Service Manager
As our Client Services Manager, Patti combines her knowledge of customer service with her experience in the financial services industry.
Lewis Financial Group offers a full range of financial and investment services to help you assess and enhance your financial outlook and forward momentum.
We believe in the power of connection to help you pursue your financial and retirement goals confidently and effectively.
Take the first step toward the financial future you desire and a more confident retirement. Reach out to us today to get started.