
Contact Information
-
Address:
6201 College Boulevard, 7th Floor
Overland Park, Kansas 66211 -
Phone Number:
913-491-6226 x130 -
Email Address:
[email protected]
Terri Lewis
Financial AdvisorTerri Lewis, CLU, ChFC has been a financial advisor for 30+ years. Terri specializes in assisting business owners with their strategic planning and qualified retirement plans. She focuses on getting to know the owners,executives, and participants and helping each achieve their financial goals and desires. Through her sense of humor and genuine concern, she is able to help participants understand the complicated worldor retirement planning.Due to Terri’s tenure in the financial services industry, she has a wealth of experience, navigating her clients through a multitude of financial challenges. Terri attended the university of Missouri-Columbia. She holds FINRA Series 6, 7 and 63 registrations as well as her life and health insurance licenses in multiple states. She is a registered representative with Private Client Services, MemberFINRA/SPIC.She enjoys kickboxing, yoga and running and spending time with her husband and family.

Terri Lewis
Financial AdvisorTerri Lewis, CLU, ChFC has been a financial advisor for 30+ years. Terri specializes in assisting business owners with their strategic planning and qualified retirement plans. She focuses on getting to know the owners,executives, and participants and helping each achieve their financial goals and desires. Through her sense of humor and genuine concern, she is able to help participants understand the complicated worldor retirement planning.Due to Terri’s tenure in the financial services industry, she has a wealth of experience, navigating her clients through a multitude of financial challenges. Terri attended the university of Missouri-Columbia. She holds FINRA Series 6, 7 and 63 registrations as well as her life and health insurance licenses in multiple states. She is a registered representative with Private Client Services, MemberFINRA/SPIC.She enjoys kickboxing, yoga and running and spending time with her husband and family.
Contact Information
-
Address:
6201 College Boulevard, 7th Floor
Overland Park, Kansas 66211- Phone Number:
913-491-6226 x130- Email Address:
[email protected] - Phone Number: