Simplified Financial Advice.
Our Managing Partner and Senior Wealth Advisor G.C. Lewis, CFP® starts by first understanding clients’ “why” so he can better understand what drives them. From there, he works on what’s important to them and formulates a plan to provide clarity on how clients can get on a path to working toward their goals. He then implements the plan alongside clients to foster their accountability.
A graduate of Auburn University, G.C. worked briefly as a mortgage loan officer before transitioning into the financial services field. A CERTIFIED FINANCIAL PLANNER ® like his mother, he also holds Series 7 and 65 licenses. It was after the 2008 Great Recession that he realized he wanted to have a greater impact on client’s financial success and transitioned to becoming a retail financial advisor in 2013.
G.C. and his wife Charlene have been married for twenty years. They have three teenage boys with the first one off to college next year. They spend most of their time enjoying their kids’ games be it football, baseball, basketball, or tennis. They also enjoy traveling, Auburn sports, Braves baseball, playing golf, tennis, and spending time outdoors.