David is the owner of Lewis Asset Management, where he oversees his clients’ portfolio management and financial planning. He spent the first part of his 20+ years in the financial industry at large broker-dealers and financial institutions but decided to start Lewis Asset Management because he knew that there had to be a better way to approach financial planning.
In his role today, he is able to form long-term relationships with his clients and help them pursue their financial goals. Helping his clients is the most rewarding aspect of his job. More than just an advisor, David also acts as a guide, teacher, and counselor for his clients. He is the calming voice and good listener they need during times of chaos and uncertainty. The relationships he builds with clients are very personal and he can often be found sitting with clients in their home, enjoying a cup of coffee together, and chatting about their financial future (or anything else on their mind!).
David grew up in a small town in central Pennsylvania where the community knew everything about everyone and today he lives in Lafayette with his wife and three daughters. He loves the community and is very active in his children’s school and in the lives of those around him. He is a business sponsor for LPIE and has a scholarship that helps enhance and expand the educational opportunities for students in his hometown of Bellwood, PA. David also enjoys traveling and spending as much time as possible with his family.