Chief Financial Advisor Joshua Lewis

Joshua 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 said. “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 and saving money.”

Joshua also learned how to make money work for you: “My grandpa got me on the track of investing and learning how I could use the money I earned to increase my own business practices,” Josh said. “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 makes the most of that passion in his daily interactions with clients. He oversees their managed portfolios and meets with people regularly to monitor and evaluate progress. He makes it 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 65 securities exam.

Joshua’s personal values are evident in the advice he gives. “We are not our circumstances,” he said. “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.”

Joshua is incredibly proud of his family. While balancing work and family life is often difficult, he and his wife, Alicia, spend as much time as they can outdoors 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. What’s more, he’s an avid gardener and loves growing food for his family to enjoy.