Jeffrey R. Lewis


Financial Advisor / Member Owner

One of my first jobs was in Guest Relations at our local water park where I realized how much I enjoy helping people solve problems. I'm so happy to find a career where I can combine both that passion and my natural interest in financial planning. It's the best marriage I could ask for (outside of my own!).

190 Buckley Drive Rockford, IL 61107

Jeff has been involved in the financial services industry since 2015. Before becoming an advisor, he completed Savant’s Accelerated Career Development Program, an in-depth program that provided broad exposure to the foundational areas of Savant’s financial planning process. Prior to completing the program, he spent four years in both Savant’s investment research and financial planning departments where he worked with financial advisors to develop tax-efficient investment strategies, drafted financial plans, and worked alongside clients to help them envision their ideal retirement.

Jeff earned a bachelor of science degree in economics from Illinois State University, graduating with cum laude honors. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant® (ChFC®), and a Chartered Retirement Plans SpecialistSM (CRPS®).

Jeff serves on the board of directors for Rockford Promise, a local non-profit that offers full-tuition college scholarships to deserving graduates of Rockford Public Schools District 205. In 2022, he was recognized by the Rockford Chamber of Commerce as one of 40 Leaders Under Forty. Jeff is frequently interviewed by local TV stations and has been quoted by both local and national publications, including The Financial Advisor Magazine, SmartAsset, Forbes, and the Rockford Register Star.

Jeff and his wife Mallory have two children, Everly and Easton. In his free time, he enjoys golfing, traveling, spending time with friends and family, watching sports, and staying up-to-date on current events.

Education &

  • Illinois State University
    Bachelor of Science in Economics, cum laude
  • Chartered Financial Consultant® (ChFC®)
  • Chartered Retirement Plans SpecialistSM (CRPS®)

Affiliations &
Community Service

  • Rockford Promise – board member

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.