We were born to navigate.
​We're trying to share that passion with others.

The Owner

Chad Lewis loves to learn, and he loves to help his clients. He thinks of each client’s situation as a puzzle, and he loves helping them solve those challenges. As an independent advisor, he handles all aspects of his clients’ wealth-management needs: retirement, investments, Medicare supplements, chronic illness, and legacy planning. He believes in honesty, integrity, and commitment. Each day is a chance to learn something new.
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Before becoming securities registered and earning his insurance licenses, Chad worked in real estate, development, and small business management. When he’s not working, he enjoys spending time with his family and living the lake life, boating all summer and taking advantage of the relaxing winters.

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