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    Meet Joshua Lewis

    Investment Adviser Representative
    joshua@laymanlewis.com

    Joshua Lewis didn’t choose the financial services profession: it chose him. “As a child, I learned very early that finances need to be carefully managed,” he says. “We were low income and welfare poor. This drove me to learn about money, its function and how commerce worked in my own personal economy of scale. I devoted myself to earning money and saving money.

    “Then I learned of a crazy concept where your money works for you,” Joshua continues. “My grandpa got me on the track of investing and how I could use money I earned to increase my own business practices. I also always wanted to do work that helps people make their lives better. Becoming a financial advisor was a perfect fit for me, since I get to focus on my two passions: investing and helping others.”

    Joshua uses that passion in his daily interactions with clients. He oversees their managed portfolios and meets with clients regularly to monitor, track and evaluate progress. He takes it as his personal responsibility to make sure the strategies the firm implements and manages are helping clients reach their financial goals, both now and throughout retirement. Joshua has passed the Series 7 and 65 Securities exam and is pursuing his Chartered Financial Analyst (CFA) designation.

    Joshua’s personal values are evident in the advice he gives. “We are not our circumstances,” he says. “Regardless of the hand we are dealt – good, bad or otherwise – it doesn’t define who we are. Don’t let anyone else tell you what you are capable of. You set your own limits and those can be whatever you want them to be.”

    Above all, it’s important to be authentic. Joshua wants to know who his clients truly are and to hear their personal stories in order to better serve them. “Be yourself,” he says. “Be who you are and say what you feel. Everyone should say, ‘I am who I am.’ The sooner we accept that and live comfortably in it, the freer we are to pursue our passions.”

    More About Joshua

    One of Joshua’s proudest accomplishments is his family. While balancing work and family life is often difficult, he and his wife, Alicia, spend as much time as they can doing outdoor activities with their sons, Judah and Ezra. The family can frequently be found boating, hiking, fishing, camping and climbing. Joshua also enjoys working with his hands, and often takes on projects that call for blacksmithing, welding, carpentry and woodwork. He’s also an avid gardener and loves growing food for the family to enjoy.

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