Tim Lewis is an experienced Financial Advisor with over 15 years in the financial services industry, helping clients create strategies for long-term financial health and security. As a Certified Financial Fiduciary (CF2) and a licensed Life and Health Insurance professional, Tim is held to the highest ethical standards, always prioritizing his clients’ best interest.

Throughout his career, Tim has guided individuals, families, and small business owners through the complexities of retirement planning, investment management, risk mitigation, and financial goal-setting. His approach is both strategic and personalized, ensuring that each financial plan is built on trust, transparency, and lasting results.

Tim currently resides in Hamden, Connecticut, where he enjoys a well-balanced lifestyle rooted in family and the outdoors. In his free time, he loves watching sports, hiking with his dogs, and spending quality time with his wife and two sons.

With a client-first philosophy and over a decade of industry expertise, Tim Lewis remains a reliable partner for those seeking clarity, confidence, and control over their financial future.