Olivia Lewis

Olivia grew up in a family of business owners and financial service professionals; she started to grow her own practice as a financial professional from a young age as a college intern. After realizing her passion for personal finance and helping others, she decided to help her community and clients for the long term after she graduated from Geneseo. She enjoys getting to know her clients and helping them create unique financial plans to reach goals specific to them.

Olivia works with clients to identify their financial security needs and checking items off of their "to do" lists by amending a financial plan. 

Outside of the office, she enjoys playing golf, cooking, reading and spending time on the beach with her family and friends.