The Hands Behind the Strategy.
The Family Behind the Firm.
Great planning is built on trust—and trust is built on people.
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At Lewis Financial Services, we believe that the best financial advice doesn't come from a faceless institution; it comes from a team that knows your story. As a multi-generational, family-owned office, we bring decades of shared experience and a personal commitment to every relationship we build.
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We take pride in doing the administrative heavy lifting and technical navigation required to keep your future bright. While we can’t control the changing seasons of the market, we are dedicated to being the steady hand that keeps your plan in alignment.
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Meet the people who handle the math, so you can handle the living.
Since starting in the business in 1988, Jeff's goal has remained the same: to help individuals, families, and businesses secure their futures.
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Today, he is proud to work alongside his daughter Lauren, son-in-law Matthew, and sister Laurie. Jeff leverages his extensive experience to help clients navigate unique financial circumstances and create the best possible outcomes.
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When he is not working, you can find Jeff on the golf course, serving on his community landscape committee, or spending quality time with his wife, children and grandchildren.
Jeffrey Lewis
President & Founder
Matthew serves families and businesses throughout New England. Drawing on a unique background in ministry, he views wealth management through the lens of stewardship—helping his clients manage their resources wisely to achieve financial peace and fulfill their God-given dreams.
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Matt is dedicated to providing the strategic guidance necessary to align a client's financial plan with their higher purpose.
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When he is not at the office, Matt enjoys spending time with his wife Lauren and family, as well as serving in ministry at his church.
Matthew Tullos
Financial Advisor & Fiduciary
Some of Lauren’s earliest childhood memories involve visiting client homes and businesses to review portfolios with her father, Jeff Lewis. While the promise of ice cream after every appointment was her motivation then, those moments sparked a lifelong passion for the industry.​ Today, Lauren helps individuals, families, and businesses achieve their financial goals. She combines her deep-rooted experience with a modern approach to wealth management.
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When not at the office, you can find Lauren hiking, baking, serving at her local church, or spending quality time with her husband Matt and family.
Lauren Tullos
Financial Advisor & Fiduciary
With over a decade of experience at Lewis Financial Services, Laurie enjoys helping clients with their administrative needs while supporting the day-to-day operations of the firm. As Jeff’s sister and Lauren’s aunt, she loves working alongside her family.
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When she is out of the office, Laurie enjoys crafting, baking, traveling with her beloved husband, Tom, and spending time with her children, grandchild, and two cats.
Laurie Monsell
Office Administrator
Ready for a Brighter Forecast?
Schedule Your Discovery Meeting
Your future deserves more than just a portfolio review, it deserves a possibilities review. Let’s look at your financial trajectory and the life you want to build to see if we’re the right partner to handle the heavy lifting.​
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Whether you’re building your foundation, growing a business, or protecting a lifetime of hard work, we’re here to handle the heavy lifting. From complex strategy to daily admin, our family manages the math so you can enjoy the journey.
Reach out today for a steady hand in every season.