Helping investors since 1970

At Lewis Financial Group, we combine our deep financial experience with a passion for helping you achieve what's possible. Together we bridge the gap between where you are now and where you would like to be.

Experience a More Rewarding Relationship

What are your dreams, ambitions, and biggest motivators of success?

When you work with us, we not only focus on the numbers. We also pay close attention to why you’re investing—because you are more than just the balance of your investment accounts. Starting with a vision of where you want to go helps us determine how and where you should be invested and guides our advice to you over the long term.

The right place to start is with a conversation.

Where

In our initial meeting, we’ll get to know you and listen to where you are in your financial life and discuss what you envision.

How

In our second meeting, we’ll discuss a plan to show you how to get where you want to go. Then, you will have the time to reflect on the plan before we meet again to answer your questions and hear your thoughts.

Why

In our third meeting, we’ll discuss why the financial plan we proposed will help you reach your financial goals, then we’ll implement the plan and continue our relationship.

If you’re looking for an ongoing relationship with a financial advisor, you’ve come to the right place. Listening and providing answers to your questions is what we do best, and offering value-driven strategies for your financial needs is why we exist. Our average client relationships are decades long.

Learn More About LFG

About Lewis Financial Group

Committed to excellence

After 30 years working in the financial services industry and helping employers manage their retirement plans, our founder and CEO, Kate Lewis, decided to use her strategic skills serving companies to help individuals plan their financial futures.

She purchased a retired advisor’s firm that was established in 1970 and turned it into a wealth management practice offering clients a host of financial planning services. Today, Lewis Financial group maintains the same strategic approach that brought Kate success during her three decades of helping employers manage their company retirement plans.

Kate Lewis, CRPC®, CMFC®

CEO & Financial Advisor

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Kate Lewis, CRPC^®, CMFC^®

CEO and financial advisor

Kate began her financial services career in 1987 with Aetna, a Voya legacy company. In 2012, she left her role at Voya as the senior vice president and purchased Stewart Financial Group. Since the purchase, the firm has grown its assets under management (AUM) and increased its focus on serving its clients’ best interests.

During her 25 years in the retirement plan business, Kate led high-performing teams responsible for $2 billion in client relationships across 16 states. With experience guiding employer plan sponsors through rapidly changing economic and regulatory environments, Kate now helps LFG clients set (and stick to) their financial goals and effectively manage their investments. She particularly enjoys getting to know clients on a more personal level to help make sure their dreams become a reality.

Outside of work, Kate is the president of the Milwaukee Montessori School Board of Trustees. Additionally, she and her husband are the co-chairs of the school’s Second Capital Campaign. A horseback riding and skiing enthusiast, she lives in a historic district in Milwaukee with her husband and son.

A graduate of Iowa State University, Kate holds FINRA 7, 6, 63, 65, 26 and 24 registrations. She is licensed in life and health insurance and certified in long-term care.

Brian Magennis, CFS, CRPC®

Investment Services Manager

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Brian T. Magennis, CFS, CRPC^®

^{Investment Services Manager*}

Brian started his career in 1992 at Voya’s legacy company, Aetna Financial Services, working in the company’s Connecticut home office in various customer service roles. He moved to Milwaukee to be closer to his wife’s family, joining *Lewis Financial Group in 2003. He helps manage advisory accounts, investment research and financial planning services.

With his wife Jackie, Brian enjoys every day of raising their children, Erin and Matthew.

A 1992 graduate of Central Connecticut State University, Brian holds Series 7, 6, and 66 registrations. He is also licensed in life and health insurance.

_N_{on-producing Registered representative with Cetera Advisor Networks LLC, member FINRA/SIPC}^.

Patti Gilgaren

Client Services Manager

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Patti Gilgaren

Client Services Manager

As our client services manager, Patti Gilgaren combines her knowledge of customer service with her experience in the financial services industry. She joined Voya in 2004 and later Lewis Financial Group in 2011. She is motivated by a sincere desire to help people achieve their goals and works diligently to ensure that client needs are met and their expectations are exceeded.

Give Patti a call and you will notice her delightful speaking voice. Her voice has been put on public display while singing the National Anthem twice for the Milwaukee Brewers at Miller Park and voicing radio and television commercials.

Completed coursework at the University of Wisconsin–Oshkosh. Patti holds FINRA 7, 6, and 63 registrations.

^{Ms. Gilgaren is a registered representative of Voya Financial Advisors.}

Dedicated to your progress

Every one of our clients faces different challenges and opportunities. With these differences comes a variety of avenues each person can take, but not every outcome is necessarily built to bring the same, favorable outcome. At Lewis Financial Group, we appreciate these differences because they challenge us to explore new pathways specific to you, so you receive the objective recommendations you need to effectively manage your finances.

Whether you’re an experienced investor or first-time wealth management client, we’ll get to know the intricate details of your financial life to gain a comprehensive understanding of the needs and goals that matter most.

People we like to help

Educators

From withdrawing your contributions to avoiding penalties in the future, our experience working with academics in the Milwaukee school district and surrounding suburban school districts enables us to provide tailored advice and guidance as you navigate your 403(b) plan before retirement and beyond.

Healthcare professionals

Whether you're a nurse or a doctor, our team is well-versed in the nuances involved in working in the medical field and can help make sure you are well-prepared for your retirement—investing in the stocks that complement your needs best and maximizing your 403(b) plan to the fullest extent.

The millionaire next door

For Middle America—small business owners, mom and pop shops and franchise experts—we cater to your unique needs as a humble, hardworking individual who knows how to save your money and put your best foot forward when it comes to managing your finances and investing your hard-earned wealth.

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Remaining focused on your future

Prioritizing real conversations over sales pitches, our team values forming a relationship with you first before ever delivering any of our recommendations because we want to make sure we establish the trust necessary to successfully implement our solutions. Throughout your time with us, we’ll equip you with the practical knowledge you need to not only understand our recommendations, but also adopt the habits of an effective financial decision maker.

Every day at Lewis Financial Group, we strive to replace any fear, doubt and dread with excitement for what lies ahead. Personally working through our own financial challenges throughout our careers, we understand, and appreciate, the trials and tribulations that accompany maturing in your career, family and financial life. We are firm believers that without failure, we would not progress, so there is never any reason to feel badly if you have made previous financial missteps.

What you can expect

When you work with us

Let’s get to know each other.

We’re not stoic, stuffy Wall Street types, but rather passionate people who want to help others enjoy life more fully by eliminating stress surrounding managing debt, preparing for retirement and more. So, sit back and relax—we’re here to serve you and provide the peace of mind and confidence you need to move forward with genuine excitement.

Plan for a more abundant future.

After we’ve met, collected your financial documents, and outlined your short- and long-term objectives, we’ll meet and discuss your personalized financial plan and strategy, including our recommendations and next steps, so you have a clear vision of where to go next. Throughout this meeting, we encourage you to ask questions, express any concerns, and provide your initial feedback.

Time to put dreams into motion.

Once we’re both on the same page and agree upon our recommendations, we’ll begin implementing our solutions and educating you on any steps you need to take in order to achieve maximum value out of our services. An ongoing process, we’ll meet periodically throughout the year to make changes and discuss any new challenges or opportunities you encounter along the way.

Reach Out to Begin

Services

Navigate towards financial success

At Lewis Financial Group, we believe that people have trouble finding accessible financial information. We help our clients understand their current financial circumstances and their next steps toward financial success. Our most effective relationships are true partnerships.

While we offer fee-based services, we always strive to offer more than a laundry list of solutions. We are your personal financial partner, and we want to make sure we deliver value beyond technical financial services.

How We Can Help You

Financial planning

Encompassing a wide range of topics, our financial planning services involve reviewing your past, evaluating your current situation, and looking ahead to the future so your family, career and well-being are secured according to the future you envision.

Investment management

Whether you’re currently investing or looking to start, our team will design an initial plan that aligns with your needs, goals, risk tolerance and timeframe utilizing our specialized investment approach.

Retirement plans

With in-depth insight into retirement plans—including 403(b)s, 401(k)s, 457s and IRAs—we help educators, healthcare professionals and government employees invest with confidence, plan with intention, and build a strong foundation for their future.

Long-term care insurance

Long-term care solutions can help alleviate the stress associated with paying for assisted living and at-home nursing care costs for you and your family. We can help.

Give Us a Call Today

Helping investors since 1970

At Lewis Financial Group, we combine our deep financial experience with a passion for helping you achieve what's possible. Together we bridge the gap between where you are now and where you would like to be.

What are your dreams, ambitions, and biggest motivators of success?

The right place to start is with a conversation.

Where

How

Why

About Lewis Financial Group

Committed to excellence

Kate Lewis, CRPC®, CMFC®