Jeffrey R. Lewis

Jeffrey “Jeff” Lewis serves as a lead advisor and financial advisor at our Rockford, Illinois, headquarters, where he helps individuals and families build comprehensive financial plans and make informed decisions about their financial futures.

With nearly a decade of experience in financial services, Jeff partners with clients to provide comprehensive wealth management advice tailored to their unique goals and circumstances. As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Consultant® (ChFC®), and Chartered Retirement Plans Specialist^SM (CRPS®), he helps clients integrate the many dimensions of financial planning, including investment management, retirement planning, tax strategies, risk management, estate planning, and wealth transfer considerations. Jeff is committed to helping clients make informed decisions and live with greater clarity about their financial future.

Before becoming a financial advisor, Jeff worked in Savant’s investment research and financial planning departments, collaborating with advisors to develop personalized financial plans and support client-focused strategies.

Jeff’s leadership and community involvement have earned recognition throughout the Rockford region. In 2022, the Rockford Chamber of Commerce named him one of its 40 Leaders Under Forty¹. He also shares financial insights with broader audiences through interviews with local television stations and quotes featured in publications including Financial Advisor Magazine, SmartAsset, Forbes, and the Rockford Register Star. Community members may also recognize him from appearances opening shows at the Coronado Performing Arts Center and Starlight Theatre in Rockford.

Jeff earned a bachelor’s degree in economics, graduating cum laude from Illinois State University.

He and his wife, Mallory, have two children, Everly and Easton. When he is not working with clients, Jeff enjoys golfing, spending time with his family, and participating in competitive sports.