Office: (419) 885-2626
Toledo, Ohio Metropolitan Area
Jeff Lewis
Associate Advisor
Jeff is an Associate Advisor, working alongside Senior Advisors to serve our clients, particularly with financial planning and investment analyses. Additionally, Jeff will be helping with business consultation and strategic planning for our non-profit and small business clients.
Originally from Texas, Jeff grew up outside of the Houston area. He spent two years as a starting pitcher on the baseball team at Howard Junior College in West Texas before graduating with a Bachelor of Science in Psychology from the University of Houston. Jeff also received a Master of Science in Theological Studies from the University of St. Thomas in Houston. In 2018, Jeff obtained his MBA in Accounting and Finance from Regis University in Denver, Colorado.
Jeff spent the past 15 years in Colorado as an executive leader in the non-profit sector. He was the Executive Director for the Missionary Sisters of the Sacred Heart at Mother Cabrini Shrine in Golden, Colorado. Jeff helped to grow the organization through strategic planning, financial development, fundraising, and capital improvements.
Jeff, his wife, and four children recently moved to Ohio to be closer to family. He enjoys dinners out with his wife, playing golf and baseball with his boys, and spending quality time with his identical twin girls.
