Jeffrey R. Lewis
CFP®, ChFC®, CRPS®
Jeff has been involved in the financial services industry since 2015. Before becoming an advisor, he completed Savant’s Accelerated Career Development Program, an in-depth advisor training program that provided broad exposure to the foundational areas of Savant and valuable knowledge and experience. Prior to completing the program, he spent four years refining his technical skills in both Savant’s investment research and financial planning departments. He assisted financial advisors in developing optimal, tax-efficient investment strategies, prepared individual tax returns, and worked alongside clients to help them envision their ideal retirement and implement the steps to help them get there.
Jeff earned a bachelor of science degree in economics from Illinois State University, graduating with cum laude honors. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant® (ChFC®), and a Chartered Retirement Plans SpecialistSM (CRPS®).
Jeff serves on the board of directors for Rockford Promise, a local non-profit that offers full-tuition college scholarships to deserving graduates of Rockford Public Schools District 205. Jeff and his wife Mallory have one daughter. In his free time, he enjoys golfing, traveling, spending time with friends and family, and watching professional sports.
One of my first jobs was in Guest Relations at our local water park where I realized how much I enjoy helping people solve problems. I'm so happy to find a career where I can combine both that passion and my natural interest in financial planning. It's the best marriage I could ask for (outside of my own!).
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.