Staff Peter M. Lewis, ChFC Investment Advisor Representative 210-384-3410 email@example.com 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 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... Read more Davette Leach Financial Paraplanner Qualified Professional™ 210-384-3410 firstname.lastname@example.org 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... Read more 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 Kaitlin Tackett Assistant Director of Development 2103241474 firstname.lastname@example.org Nicholas Lewis 2103843410 email@example.com 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... Read more Tiffany Stephens Director of Account Services 210-384-3410 firstname.lastname@example.org 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... Read more 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.