Lewis (Terry) has been assisting clients in the financial industry since his graduation with an MBA from the University of Missouri. After becoming a Commercial Lending Officer at the largest bank in Chicago, he was a member, independent Floor Trader on the Chicago Board Options Exchange for 17 years, successfully navigating several severe market downturns. After his time on the floor, he has used his presentation and teaching skills throughout the country to instruct the public how to successfully hedge against market risk and volatility.
For the past dozen years, he has been assisting law practices and families establish family trusts and estate planning. He is especially focused on retirement income needs as well as family income protection for extended care when necessary.
He is life and health insurance licensed in numerous states along with securities licenses: FINRA Series 6, 63, and 65. Lewis and his wife, Jude, live in Columbia, MO and enjoy cycling, hiking, and many other outdoor activities.