Jimmy A. Lewis is a Financial Representative with Consolidated Planning, Inc. Over the past 4 years he has focused his practice on helping small business owners in an array of industries. Jimmy helps optimize their finances to achieve financial balance. This is accomplished by following a philosophy that eliminates the guesswork, challenges financial myths, and minimizes risk as the only option for reward. Conventional financial wisdom has failed. It’s time to stop thinking there are one-size-fits-all answers; and instead, prioritize and focus on tailored solutions that make the most of what you have.
After graduating high school, Jimmy enlisted in the Air Force where he served 27 years of honorable service; retiring in 2012 from Joint Base Charleston. Jimmy and his wife Becky have been happily married for over 31 years, have 2 children and 2 grandchildren. When Jimmy is not actively helping his clients achieve their financial goals, he is usually spending time with his family, usually hunting or fishing.
EDUCATION & CREDENTIALS:
Bachelor of Science Business Management, University of Maryland University College
Registered Representative of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License # 4103470