Traci Lewis, CFP®, AIF®
I specialize in working with retirees and pre-retirees in building plans that are customized to your circumstances and position you for success throughout the different stages of retirement. My role also focuses on our investment process – which includes research, portfolio construction, monitoring existing investments, and vetting new opportunities.
My husband, Todd, and I live in Penfield, NY. We keep busy trying new restaurants and places to hike, visiting family, and cheering on the Bills. At home, you can find me in the garden, reading, cooking, and enjoying time with family.
Are you getting the personal attention you deserve?
The overriding principle that our clients’ best interests are above all else is the reason why the relationships we’ve built are authentic and long-lasting.