Kevin Lewis

Background and experience Kevin Lewis is in Brookfield, WI with Wells Fargo Advisors. Kevin is a servant leader helping individuals address their questions, concerns and anxiety over retirement planning. Prior to becoming a Financial Advisor, Kevin worked as the Branch Manager here in Brookfield, and as a Productivity Consultant working with Financial Advisors and Client Associates in Wisconsin and Chicago to grow and build processes to streamline the business. Kevin also worked at Wells Fargo Asset Management for 4 years, where he was hybrid wholesaler covering the Wisconsin and Chicago North Shore market. He has been in the financial services industry for nearly 20 years. Kevin earned a Bachelor of Science in Finance from the University of Wisconsin-Whitewater. He is also a member of the local Financial Planning Association. Away from the office Kevin lives in Menomonee Falls with his family. His wife Tara is a teacher in the Germantown school district. Kevin has four daughters with one attending the University of Wisconsin Madison and the other 3 in school in Menomonee Falls. Kevin coached his daughter Fayth and Alyse for several years in both soccer and basketball and now enjoys being a spectator. Focus Kevin along with his colleague, Keith Van Vreede, Senior Financial Advisor, Managing Director - Investments have a combined 40 years? experience in the financial services industry. Kevin?s focus on the team tends to be planning and insurance whereas Keith?s is investments and portfolio construction.