Broker Check
Katie Lewis, CFP® with ERSI since 2021

Katie Lewis, CFP® with ERSI since 2021

Wealth Management Advisor

Katie Lewis is a Wealth Management Advisor on our team. With a background in tax preparation, Katie takes a detail-oriented approach to financial planning. She loves to engage with clients and create comprehensive plans that empower them to take charge of their future.

She joined ERSI enthusiastic about our model of team financial planning and our family like culture. By working as a team each client and advisor is supported with diverse perspectives, experience, and insight to accelerate growth. Katie shared that one of the joys in working with ERSI is that we are a professional group dedicated to excellent service who love to laugh, learn, and clearly support each other.

Prior to working in the financial industry, Katie owned her own health and wellness practice for 10 years.

Originally from Austin, Texas, Katie lives in Denver with her 2 children and a giant furry mutt named Timber. She enjoys horseback riding, yoga, and international travel. Next up on the list: Peru and Ireland. 

“Determined to make the process of financial planning less complicated, and dare I say, fun.” – K. Lewis

Education & Affiliations:

North Carolina State University Bachelor of Arts

American University Master of Science, Washington, D.C.

Series 65