Meet the Team
Meet our team led by Austin Lewis, a seasoned financial professional with over a decade of experience and triple certifications (CFP® CIMA® CPWA®). Supported by Caroline Lewis, our Executive Assistant and Marketing Manager, we're committed to providing a seamless and client-focused tax journey.
Caroline Lewis
Meet Caroline, our Executive Assistant and Marketing Manager. She's dedicated to ensuring seamless client experiences and effective marketing strategies. With keen attention to detail and a passion for client satisfaction, Caroline plays a pivotal role in making your financial journey smooth. Trust her to enhance your experience and communicate the value of our services.
Education
BA, Corporate Communication @ Baylor University
Austin Lewis, MS, CTFA, CFP®, CIMA®, CPWA®
Meet Austin, your seasoned financial professional with over a decade of expertise. As a Certified Financial Planner™ professional (CFP®), Certified Trust and Fiduciary Advisor (CTFA), Certified Investment Management Analyst (CIMA®), and Certified Private Wealth Advisor (CPWA®), Austin brings a wealth of knowledge to prepare your taxes with a holistic perspective. Trust in his proven track record for meticulous tax services tailored to your unique needs.
Education
(Candidate) MS, Taxation @ Golden Gate University
MS, Advanced Financial Planning @ Golden Gate University 24’
BS, Business Administration @ Liberty University 14’
While there is no license needed to prepare tax returns, that doesn’t mean you should work with just anyone. Consider working with a professional committed to excellence and continuing education in the field of Tax Preparation.
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Certified Financial Planner™ designation
CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.
Learn More at the CFP Board site
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Certified Private Wealth Advisor®
CPWA® certified advisors are seasoned professionals who advise clients on the lifecycle of wealth: accumulation, preservation and distribution. CPWA® certified advisors take a holistic and multidisciplinary approach to advising that includes wealth strategies, estate planning, tax management, legacy planning, and family dynamics.
Learn More at the Investments and Wealth site
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Certified Investment Management Analyst®
CIMA® certified professionals have the knowledge and skills to help you navigate the complex investment landscape. CIMA® certified advisors are trained to construct investment portfolios that meet your real-world needs as an investor. Let a CIMA® certified advisor provide you with specialized advice you can act on with confidence.
Learn More at the Investments and Wealth site
