Staff
Peter M. Lewis, ChFC
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
Davette Leach
Financial Paraplanner Qualified Professional™
Devette 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...
Annette Lewis
Director of Development
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...
Nicholas Lewis
Nicholas Lewis is the son of Peter and Annette Lewis and is a student at the University of Texas at San Antonio pursuing a degree with focus areas in Business Management, Spanish Language and Communications. He has worked with online...
Tiffany Stephens
Director of Account Services
tiffanystephens@financialguide.com
Tiffany Stephens has worked in Real Estate for over 20 years and is Annette Lewis's youngest sister. She has been with The Lewis Group since March of 2018 as a client services representative. After following her husband throughout his...