Securities Registrations Held: Series 7, 24, 63, and 65

Life Insurance and Annuity Licensed

Andrew helps clients construct and review broadly diversified portfolios based on their needs and risk tolerance. By adding structure, objectivity and diversification to a client portfolio, he assists clients in avoiding emotional decisions that may lead to poor results. His candid style of discussing not only the merits of investments but also drawbacks enables clients to better understand both the pros and cons of different strategies. His investment philosophy and methodologies have evolved over his 20+ years of experience working with high net worth clients. Whether constructing a municipal bond portfolio, advising on wealth transfer issues, helping with executive stock options, or managing concentrated positions, he brings informed skills to the complex and varied investment planning needs of his clientele.

Andrew holds the CIMA® (Certified Investment Management Analyst®) designation from the Executive Education Program at the University of Pennsylvania’s Wharton School of Business. He also holds both the AAMS® and CMFC® designations for completing coursework offered through the College of Financial Planning in Denver, Colorado. Andrew is a member of the Investment Management Consultants Association and the Washington Association of Money Managers. He is also a member of The Capital Society. Andrew is a native of the Washington, DC area and a graduate of the University of Maryland. He is a contributing author to the book, Ways and Means: Maximize Your Retirement Dollars. In addition, Andrew was named to the 2007 and 2008 “Winners Circle” top 50 wealth advisors in the state of Virginia which is published in the Virginia Business magazine.*

Andrew enjoys travel, fly fishing, golf, and spending time with family.

*Criteria was based on filtered nominations from investment, insurance, banking and other related firms, which were narrowed down by quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.

Wealth Planning Coordinator

Securities Registrations Held: Series 7, 63, and 65

Life & Health Insurance Licensed

Christina works with Andrew to analyze clients’ complex financial situations and to devise strategies tailored to meet the individual needs of the Lewis Financial Group’s diverse clientele. Her background as a fiduciary is an important part of the team’s ongoing due diligence and research process. She assists Andrew with comparing external manager’s performance and risks, and she helps to regularly review various money managers, mutual funds, ETFs, and fixed income investments that the team considers when designing a client portfolio.  She is a resource for clients when they have questions about their investments and the markets.  Additionally, Christina works with existing clients to assemble thorough financial plans and to review them with clients.  She also helps coordinate various aspects of a client's investment plan with other trusted advisors such as a client's CPA or estate attorney. 

Christina brings extensive experience in trust and investment planning to the Lewis Financial Group.  She was a trust consultant in Atlanta, GA for over five years, and was named the number one trust consultant in the country for Bank of America in 2006.  In 2008, her desire to advise clients on individual investment choices led her to become a financial planning associate on an advisory team at Morgan Stanley in Northern Virginia.  She joined the Lewis Group after deciding that she could best serve clients as a team member of an independent practice.

Christina enjoys exercising, gardening, visiting the beach, and playing with her dogs, Max and Jake.

Branch Administrator

Securities Registrations held: Series 7 and 66

Virginia Life & Health Insurance Licensed

Lauren has extensive experience in brokerage operations, and she brings to the team a diverse array of administrative talents. Lauren manages all operational service needs for clients. She assists them with new account opening, account transfers, managed account changes, cash needs, and general inquiries. She is a resource for clients if they have questions about their statements or online services. Her knowledge, experience and commitment help the team to provide a high level of service and attention to clients. Lauren keeps the team informed of all client needs and inquiries and coordinates the team's response. She schedules review meetings and conference calls for clients to discuss their investments and goals with Andy and Christina. Internally, she is responsible for ensuring the team maintains records of compliance with all regulations for Wells Fargo Advisors Financial Network and industry regulators.

Lauren has a Bachelor of Science degree from Virginia Tech in Finance, Insurance, and Business Law. She also holds the CMFC® (Chartered Mutual Fund CounselorSM) designation from the College For Financial Planning.

Lauren was born and raised in Reston and now lives in Ashburn with her fiancé. Prior to joining the Lewis Financial Group, she worked at numerous financial services firms including UBS and another Wells Fargo team where she serviced the needs of high-net-worth clients and most recently for Lincoln/Sagemark Consulting where she assisted clients in reviewing their insurance needs and implementation plans.

Lauren enjoys singing, cooking, and dancing.

Vice President

Senior Registered Account Associate

Securities Registrations Held:  7,8,24,63 and 65

Life and Health Insurance Licensed 

Jeff brings more than 35 years of operational, compliance and marketing experience in the investment services industry to the Lewis Financial Group, including over 12 years with Wells Fargo Advisors. His background and exposure to widely diverse and industry-leading client service contributes to the team’s efforts to bring the most exceptional experience to our clients. Jeff is here to assist the team and our clients in the development and implementation of sound financial plans and objectively manage the process towards their desired goals.

Jeff has led teams in multiple markets in the Virginia/North Carolina region with a focus on client-first initiatives and objectives.  He has worked with advisors on optimizing portfolio construction, implementation and review processes to suitably fit their client’s financial goals. Jeff has led his support staff and their advisors to consistently seek delivering premium client experiences through collaboration and adhering closely to their successful service models. He has assembled and managed teams to plan and place effective regulatory working processes that allows for efficient servicing and managing of clients’ financial objectives and goals.

Jeff currently resides in Ashburn, VA and enjoys playing golf, visiting the many amazing wineries in Loudoun county and playing guitar.