Staff Peter M. Lewis, ChFC Investment Advisor Representative 210-384-3410 firstname.lastname@example.org Since 1986, Peter Lewis has been a friend and a financial advisor to business owners, professionals and managers in Texas and beyond. He caters to his clients needs with a very personal and hands on approach to their finances. His goal... Read more Jason E. Duelm, CFS Investment Advisor Representative 210-384-3410 Jasonduelm@financialguide.com Davette Leach Financial Paraplanner Qualified Professional™ 210-384-3410 email@example.com Sharon L. Calderón Assistant Director of Development 210-384-3410 firstname.lastname@example.org Annette Lewis Director of Development 210-384-3410 email@example.com Annette Lewis is a San Antonio native that has been working along side her husband, Peter Lewis, since May of 1992. She specializes in working with Insurance Agencies and agents regarding financial advisory management. She graduated... Read more Nicholas Lewis Director of Marketing 2103843410 firstname.lastname@example.org Tiffany Stephens Client Service Representative 210-384-3410 Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.