Jeff Lewis
Associate Advisor
Jeff is an Associate Advisor, working alongside Senior Advisors to serve our clients, particularly with financial planning and investment analyses. Additionally, Jeff will be helping with business consultation and strategic planning for our non-profit and small business clients.
Originally from Texas, Jeff grew up outside of the Houston area. He spent two years as a starting pitcher on the baseball team at Howard Junior College in West Texas before graduating with a Bachelor of Science in Psychology from the University of Houston. Jeff also received a Master of Science in Theological Studies from the University of St. Thomas in Houston. In 2018, Jeff obtained his MBA in Accounting and Finance from Regis University in Denver, Colorado.
Jeff spent the past 15 years in Colorado as an executive leader in the non-profit sector. He was the Executive Director for the Missionary Sisters of the Sacred Heart at Mother Cabrini Shrine in Golden, Colorado. Jeff helped to grow the organization through strategic planning, financial development, fundraising, and capital improvements.
Jeff, his wife, and four children recently moved to Ohio to be closer to family. He enjoys dinners out with his wife, playing golf and baseball with his boys, and spending quality time with his identical twin girls.
SJS Investment Services creates a weekly market update to summarize performance characteristics for major stock and bond indices.
SJS Investment Services has been recognized in CNBC’s 2024 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the USA.
SJS Investment Services has been recognized in the Forbes / SHOOK 2024 list of America’s Top RIA (Registered Investor Advisor) Firms.
We are proud to share our new office location in the historic River House building at 115 West Front Street, Perrysburg, OH 43551!
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
We would like to welcome Ryan Stoller to the SJS Team! Ryan serves SJS and our clients as an Associate Advisor.
We asked SJS interns Elizabeth Molique and Isabelle Szenderski to write a summary of what they did throughout the summer.
SJS Investment Services has been recognized in Financial Advisor Magazine’s 2024 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.