LeAnn Lewis

Chief Operations Officer

LeAnn is our Chief Operations Officer. She has earned her FINRA Series 6, 63 and 65 licenses. She manages the daily operations for our firm, including assisting in the review and monitoring of financial plans and investment portfolios, to ensure they are in line with each client’s tailored plan. She also serves as our Chief Compliance Officer, examining and ensuring our firm’s adherence to laws, regulations and guidelines specific to our business practices and processes. She is married with three children; all but one has left the nest. LeAnn loves Jesus, swimming, reading and spending time outdoors camping, hiking and fishing.

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