Ian Lewis
Financial Advisor
I am truly passionate about helping people. This business allows me to do that by helping my clients with proper planning. There is no one size fits all in this business.
That is why we craft customized strategies that are unique to each individual client. Fostering great relationships is an integral part of helping our clients gain confidence about their financial future, because it allows us to provide solutions based solely on their needs and desires. It is our goal at Capstone to help ease the financial strains that exist in businesses, which can help both the employer and employee with better financial futures.
When I am not helping business owners plan for the future, I can be found on the couch feeding my addiction to college football and basketball. I am an avid Alabama fan and may be caught obnoxiously yelling Roll Tide every now and then. I also enjoy golf (even though I’m not any good), playing pickup basketball, and spending time on the lake with friends and family. I have a beautiful fiancé, Reagan, who somehow puts up with me. We are people of faith and personally, I have always been searching for my purpose in life. . . I know I have found it.
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