Broker Check
Toby Lewis

Toby Lewis was born and raised in a small rural town in Kentucky.He continues to live where he grew up with his wife Lianne, and three boys, Jack, Sam and Luke.He has been in the investment planning industry since 2006, specializing in retirement planning. After gaining a Bachelors of Art in 1995 from Morehead State University, Toby initially began a career in education. He spent 4 months in England where he completed his student teaching program, before returning to Kentucky to continue to teach and coach for 10 years. Toby is still applying these coaching and teaching skills in his current profession by listening to the client's needs and helping them reach their financial goals. Whether helping an athlete or student reach their potential or a client reach their monetary goals, Toby believes it all starts with a plan.

Toby Lewis is currently a Certified Retirement Counselor. He also holds a series of licenses as well as a life and health insurance license in KY, IN, GA, OH, and FL. When not working, he is actively involved with coaching youth sports and spending time with his family.



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For more information on Toby, see his ADV here.