Simplified Financial Advice.
Wealth Advisor Joshua Lewis wants to understand what’s important to his clients. He takes the time to get to know clients to not only build a solid relationship, but also to help them define and pursue their unique goals. He believes in a highly personalized, long-term approach to investing and wealth strategies using time-tested strategies to navigate the constantly changing investment landscape.
A graduate of Grand Canyon University with an MBA, he also earned a Master of Strategic Ministry degree from Johnson University. With more than five years within the financial services and insurance industries, Joshua is adept at helping clients set a path to thrive while living in retirement, saving for retirement, saving for education, establishing estate and trust services and insurance, as well as helping businesses with their retirement plan services.
Joshua and his wife Bonnie enjoy spending time with their growing family, watching movies and shows together. Outside of work, you may find Joshua staying busy with DIY carpentry and home projects, playing guitar or drums at church, or cheering on his Denver Broncos or Kansas State Wildcats.
Joshua Lewis is a non-registered associate of Cetera Advisor Networks LLC, member FINRA/SIPC.