Tim Lewis, CFP®

Wealth Impact Advisor

As a wealth impact advisor, Tim’s passion is to holistically advise families to unlock the full potential of their wealth through financial planning, insurance planning, and investment management. Tim is committed to developing meaningful and lasting relationships with each of his clients. Out of these relationships, Tim aligns the unique values and goals of each family to their tailored financial plan.

Tim joined EverSource Wealth Advisors in 2022 with almost 9 years of experience as a financial advisor. Tim has spent the majority of his career advising high net-worth clients in the wealth transfer space. Tim has served clients by helping them select, apply, and purchase life insurance for their families in the event of their untimely death (1 Timothy 5:8) and to leave an inheritance to their children’s children (Proverbs 13:22).

Before joining EverSource Wealth Advisors, Tim was the Vice President at Ratio Wealth Group, a boutique financial and estate planning firm based out of Denver, Colorado. In his role, Tim helped high net-worth families with wealth transfer techniques, specifically in the life insurance space. In 2020 and 2021, Tim helped families move over $130 million of life insurance benefit outside of their taxable estates.

Prior to his time with Ratio Wealth Group, Tim founded and sold an independent property and casualty insurance company based in Birmingham, Alabama. As the owner/operator, Tim advised families on proper insurance coverage in the areas of home, auto, life, disability, and umbrella insurance.

Tim received a degree in Business Administration from Regis University. During Tim’s time at Regis, he was a NCAA Division II student-athlete (baseball) and was endorsed by the university as a Rhodes Scholar Candidate.

During Tim’s free time, there is nothing more he loves than being present with his wife, Gayden and two children, James and Eliza. Tim loves to golf, exercise, and spend time with his extended family and friends. Tim also serves in his local church in Reno, Nevada.

PROFESSIONAL DESIGNATIONS & AFFILIATIONS

CERTIFIED FINANCIAL PLANNER™ (CFP®)
CERTIFIED KINGDOM ADVISOR® (CKA®)