Overland Park, KS 66211
Terri Lewis, CLU®, CHFC®
Terri Lewis has been a financial advisor for 30+ years. Her primary focus is to assist business owners with their succession and estate planning needs.
Family businesses can be devastated when they don’t plan for the future. Terri takes a comprehensive and collaborative approach, considering each family member’s situation and unique role when designing, refining and managing the overarching business transition, succession and multigenerational estate plan. She works closely with attorneys and CPAs—she can work with yours or she can recommend professionals from her extensive network.
An original team member of Prime Capital Investment Advisors (PCIA), Terri holds her Certified Life Insurance Underwriter (CLU®) and Chartered Financial Consultant® (ChFC®) designations. She has more than four decades of experience in the financial services industry.
Terri handles nearly every service you might need for your family’s business, personal and retirement finances, and she works primarily by referral. As part of the extensive PCIA team, she has a whole network of experts she can rely on, refer and utilize to expand her service offerings on your behalf. Here is a partial list of the services she provides:
- Family Business Strategies
- Business Succession Planning
- Estate Planning
- 401(k) Planning
- Fee-Based Asset Management
- Investment Planning
- Life Insurance Planning
To begin the creation of a succession plan for a family-owned business, Terri creates agendas and conducts family meetings held with each family member present. Clear communication is key, and through her sense of humor and genuine concern, she is able to help the entire family understand what’s at stake financially for them and the business. Her passion and her goals are both the preservation of multigenerational wealth, as well as ongoing family harmony through times of transition, such as retirement or a family member passing away.
Terri considers every aspect of the family’s finances holistically—investments, 401(k)s, life insurance, etc.—when designing the business succession plan. She works with your attorneys and CPAs or can bring professionals from her network to the table. Financial, legal and estate documents are drafted which spell everything out and encompass the whole family, including children, grandchildren and future generations.
Terri grew up on a working farm in Edina, Missouri, which she credits for her strong work ethic. She received her bachelor’s degree from the University of Missouri in Columbia. Terri worked for two major insurance companies before joining the firm Lawing Financial in 1995, which was the original predecessor to Prime Capital Investment Advisors.
In her free time, Terri enjoys Pilates, yoga and working out at Orange Theory. Extremely family-oriented, Terri enjoys spending time with her family, which includes their boxer Charlie, her husband, two grown children and one grandchild. They love to travel, especially to “beachy” areas, and the whole family usually stays in dog-friendly accommodations.