Scott Lewis

Scott is a Financial Advisor, Senior Vice President, Certified Financial Planner™ (CFP®), Qualified Plan Financial Consultant (QPFC), Retirement Income Certified Professional (RICP®), Investment Management Consultant (IMC) and founding partner of the Scott Lewis Group.

Scott also has completed a Collaborative Divorce Training and is considered a financial neutral. Scott enjoys helping successful individuals, families and business owners solve their financial challenges. His results-driven approach includes the development of a tailored wealth plan and a commitment to ongoing education with outstanding service. Scott works closely with his clients to simplify their lives so they may enjoy their wealth and leave the legacy they desire. Growing up in Lansing, Scott learned first-hand the joys and challenges of being an entrepreneur as he watched his parents run a successful plumbing business in town. Their achievements inspired Scott to build his own business that would be centered around his two biggest passions: finance and helping people. After graduating from Saginaw Valley State University (SVSU) with a degree in Finance, Scott began his wealth management career at Hilliard Lyons in 1999 and never looked back. Over the years, Scott has built a successful practice around advising families on how to better understand and manage their total financial wealth and health. Through a goals-based process, he works diligently to provide clients with clarity and confidence about their finances. Scott’s motivation is fueled by the significant impact he strives to have on the quality of his client’s lives. Scott’s passion for helping clients is equaled only by his dedication to his family and community. He and his wife, Jaime, currently live in Charlotte with their two children. They realize that being parents is the most rewarding job they will ever have and having children under their roof is an opportunity that exists on a timeline. Because of this, they try to spend as much time with their children as possible coaching or watching them play sports, riding bikes, hanging out at the lake, fishing, going on family adventures, doing therapy work with their family dog, and being outdoors. Scott and Jaime are very active in a number of local organizations, including St Gerard Church, JDRF, ADA, Ele's Place, Coaches vs. Cancer and Blessing in a Back Pack.