Our Team
Meet the Team
Our team brings together financial advisors and client service professionals with a shared dedication to every client we serve.
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Charles Lewis, CFP®, CIMC®
Co-Founder, Managing Director -
Chris Lewis
Co-Founder, Managing Director -
Brad Smith
Co-Founder, Financial Advisor, Director – Planning -
Becky McGee
Senior Registered Client Associate -
Becky Machac
Senior Client Relationship Associate -
Jack Lewis
Wealth Management Associate
Our Broker-Dealer
About &Partners.
We are proud to be affiliated with &Partners, a wealth management platform offering advanced technology, a flexible investment platform, and premium service.
