“I realize that helping others plan their financial future is, in and of itself, a philanthropic endeavor,” Lewis says of his work.
Lewis set out to study mechanical engineering in college, but after taking an accounting class, he was hooked. From there, he went on to obtain separate degrees in Accounting and in Finance and completed the Personal Financial Planning Track of studies at the University of Missouri — St. Louis. He has worked in the financial industry for over a decade and for the past four years has focused on helping high-net-worth clients plan for the future.
“Currently, I serve our clients here at Four Seasons by helping coordinate the efforts of the team to ensure the best client service possible,” Lewis says. “Steve Wedel has assembled a great team and I help us optimize the time we have in order to do the most for our clients. My role varies from day to day — and it’s never boring.”
When asked to use one word to describe himself professionally, Lewis says, “Reliable. Everywhere I’ve worked, I’ve been given that greatest compliment: if you want the job done right, get Lewis to do it.”
Lewis says he doesn’t understand the concept of “free time.” When away from the office, Lewis spends his time with his wife and sons. His wife is an Occupational Therapist who works with disadvantaged youth and both his sons are in the gifted program at their elementary school. “There’s always something to do,” he says. Another interesting tidbit about Lewis and his family: “We’re tall. My sons are 10 and 8 and are the average size of a 13 and 11 year-old, respectively. Of course, I am 6’8”. I constantly hit my head on things, from doorways to ceiling fans to low-flying aircraft.”