About My Practice
Volatile markets. New tax laws. Upcoming retirement. Teaming up with an experienced professional may be the smartest decision you'll ever make.
You need someone who knows how to potentially grow and preserve your wealth. A licensed professional can provide assistance on a range of financial issues-from matching your investment portfolio with your risk tolerance to suggesting alternatives to help preserve your assets.
And most importantly, a personalized relationship that can help you identify and prioritize your financial needs and goals. We assist in evaluating your existing situation and suggest strategies to help meet your financial independence needs.
After graduating from Berea College, Don Lewis began his career working in private industry specializing in the areas of accounting, finance and small business management. In 1979, Don formed his own company to provide these services to small business. He felt every small business needed a Controller to provide financial management to the firm even if their size and budget only allowed them to fill that position on a part time basis. Small business people also demanded good tax advice. While preparing tax returns, Don offered advice in other areas of their personal finances. These people started returning after tax season to have him work further on their finances.
Don completed his MBA at the University of Chicago in 1977. By 1988, he had completed the Certified Financial PlannerTM designation with the College of Financial Planning and the Enrolled Agent designation and is enrolled to practice before the IRS.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: KY, Health/disability insurance: KY, Fixed annuities: KY, Variable annuities: KY
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - EA
Considerations: Also allow a fee with offset for comissions earned
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.