Rapidly changing economic and regulatory environments have become the norm and our founder and CEO Kate Lewis applies her financial services industry expertise to individual clients’ financial needs. She particularly enjoys getting to know clients on a personal level. This additional layer of knowledge contributes to the development of unique strategies designed to provide an understanding of a client’s current financial circumstances, their financial aspirations, and how to help make those dreams a reality. Our client relationships are based on trust. Earning and keeping that trust is what Lewis Financial Group aspires to do every day.
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 investment management and financial planning. While working in the retirement services industry, Kate helped large employers design investment offerings and employee education programs for their retirement plans. Now, she uses that expertise as a fiduciary to help individuals manage and understand their investment portfolios.
Outside of work, Kate is the president of the Milwaukee Montessori School Board of Trustees and serves in leadership positions at her church. A horseback riding and skiing enthusiast, she lives in a historic neighborhood in Milwaukee with her husband, son and family dog.
A proud graduate of Iowa State University, Kate holds Series 7, 6, 63, 65, 26 and 24 registrations. Serving clients across the country, she is registered in 27 states.