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Katie Lewis

Family Office Specialist

Katie Lewis is dedicated to serving her clients and providing a positive impact on the lives of others. In the ever-changing financial field, Katie is focused on finding the best ways to support clients as they plan their lifelong objectives. Her goal is to design and protect a lifestyle driven by her clients’ passions – to go beyond just financial security and help build their legacy.

Katie received her B.S. in Business Administration from the University of Missouri. She began her financial career in the mortgage and title insurance industry in 2004. For the past 13 years, Katie extended her focus to financial planning and life insurance as she served as a licensed assistant and advisor. Katie holds Series 7 and 63 Securities Licenses.

Katie and her husband live in Lee’s Summit with their three children. They spend most of their free time coaching and cheering on the sidelines of their children’s sporting events and visiting with family and friends.

  • Series 7 General Securities Registered
  • Series 6
  • Series 63
  • Notary Public

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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