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Andrew M. Lewis, CFP®, CMFC

Andrew M. Lewis, CFP®, CMFC

Financial Advisor

Andrew Lewis has been in the financial services industry since 1992. He began his career as a financial advisor with a nationwide firm, and had advanced to the level of Senior Financial Planner before joining Willamette Financial Group, LLC in April of 2003. He currently holds series 6, 7, 63, and 65 securities registrations , as well as life and health insurance licenses. He is currently registered to transact business in AK, WA, OR, CA, AZ, ID, and MO.

Andrew has also obtained the Chartered Mutual Fund Councilor (CMFC) designation. It is one step towards his goal of obtaining his CFP™ and ChFC designations. He is currently enrolled in both of those programs at The American College for Financial Planning, and hopes to have them completed in 2005. He feels advanced education is as valuable in this industry as it is in any other. Andrew has stated that one of his goals is to continue his studies in hopes of being better able to serve his clients now and in the future.

Andrew has focused a lot of his time and energy on those individuals living in north central and north eastern. Due to his love of the outdoors and rural environment, this has been a really good match for him. His practice takes him away from the office and onto the road about once a month. He specializes in financial planning for families and small businesses, both in the Portland area and in the field.

Andrew was born on the Oregon coast, and raised and educated in the Willamette Valley. He spent a few years east of the mountains after college, only to return to the Portland metropolitan area in 1991. Andrew is a published rodeo artist, and an all around outdoor enthusiast. He has climbed most of the Cascade peaks and even a few of the giants in Peru and Ecuador. He is currently licensed as a commercial river guide on the Colorado River in Arizona, but has shifted his rowing duties to Alaskan streams over the past few years.