Bradley Lewis, CFP®, CPA
Senior Financial Advisor
Brad Lewis, Senior Financial Advisor and minority owner, is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER®. He has over 20 years of experience managing client portfolios and building multi-generational client relationships. Brad works with his clients to understand every aspect of their financial life and ultimate life goals so that he can use his knowledge of tax, retirement, and estate planning to align with these goals. He also serves as a member of the firm’s investment committee where he helps to develop the firm’s investment philosophy, strategic investment planning initiatives, and portfolio construction.
Brad graduated from the University of Iowa Tippie College of Business, where he earned both his undergraduate and master’s degrees in accounting. Brad also golfed on the University of Iowa golf team and was a member of the Big Ten Championship team in 1992.
Personally, Brad and his wife have three adult children. While his kids were growing up, Brad could be found on the bench/sidelines coaching them and their friends. Brad is an avid fan of all sports, but his true passion is still golf.
He can be found on the golf course most weekends during the spring, summer, and fall.