Katie Lewis CFP®

Certified Financial Planner

As a Certified Financial Planner (CFP®), I am dedicated to serving as my clients' “Personal CFO”, enabling them to focus on what they enjoy while expanding their impact. I graduated summa cum laude from North Carolina State University and later earned a Master's degree from American University. Before transitioning to a career in taxes and financial advising, I owned a health and fitness business for ten years.

My approach is holistic, drawing upon my diverse background to provide unique perspectives on achieving both life and financial aspirations. From short-term budgeting for important goals to retirement and tax planning, I help clients find creative solutions and balance in their financial lives. My investment and financial philosophy is centered on simplicity while formulating effective plans to enable clients to build security and conquer their wish lists. I firmly believe in the principle that every dollar should serve a specific purpose and that setting goals is integral to sound financial planning.

I help my clients feel confident in their financial decisions, create more freedom to spend their days as they wish, build stability for peace of mind, and afford what they want, not just what they need. Whether it's starting a dream business, traveling to far-off locations, investing in personal growth, taking care of family, or giving back to causes they care about, I am here to guide them every step of the way. In essence, my mission is to provide clients with the highest level of financial advice, helping them achieve financial freedom and peace of mind to live as they choose.

Originally from Austin, TX (Hook’em Horns!), I have called the beautiful state of Colorado home since 2009. When I'm not working, you can usually find me outdoors with my two kids and two dogs, traveling to exciting new places, or riding a horse.

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