(913) 374-3024

Katie Lewis

Client Service Manager

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

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