Staff

Peter M. Lewis, ChFC®, LUTCF®

Investment Advisor Representative

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...

Jason E. Duelm, CFS®

Investment Advisor Representative

210-384-3410

Jasonduelm@financialguide.com

Jason Duelm, CFS®, has been with The Lewis Group doing financial advising in San Antonio since 2003. During his time at MassMutual South Texas he received the Fast Start Award in March of 2001 and earned his Certified Fund Specialist...

Davette Leach, FPQP®

Director of Operations

210-384-3410

dleach@financialguide.com

Davette is originally from San Antonio and started her career with financial advisors in San Antonio in 1993 at MassMutual South Texas. She then worked for Aetna for 9 years until 2005 when she joined our financial advisor support...

Amber Rodriguez

Assistant Director Of Client Services

(210)384-3410

aprodriguez@financialguide.com

Amber Rodriguez is an Alumni from UTSA with a BBA in Marketing. She has 4+ years of Administration experience. Amber is dedicated to helping clients navigate their financial futures with clarity and confidence.

Julian Mathews

Investment Advisor Representative

(210)384-3410

JMathews@financialguide.com

Julian Mathews is a Financial Planner dedicated to helping individuals, families, and business owners build and protect their wealth through thoughtful, personalized guidance. Born and raised in San Antonio, Texas, Julian takes pride...

Moose Lewis

Director of Smiles

Moose is our four-legged team member who keeps spirits high and stress levels low. Known for his loyalty, curiosity, and occasional office naps, he’s a constant reminder to enjoy the little things. Whether he’s greeting visitors with...

Nicholas Lewis

Financial Services Executive

210-384-3410

nlewis@financialguide.com

Nicholas Lewis is the son of Peter and Annette Lewis and is an alumni of the University of Texas at San Antonio with degrees in Business Management, Spanish Language, and Communications. He is involved in many different business and chair

Valerie Quesada

Director of Client Services

210-384-3410

vquesada@financialguide.com

Valerie Quesada joined The Lewis Group in June of 2023, after a 13 year career with HEB. Valerie has a passion for supporting clients and co-workers at The Lewis Group. She is a dedicated wife and mother of two children. In her free...

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