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Financial Advisor

Beth Lewis is a Certified Retirement Plan Specialist and has been in the financial services industry since 1994. Beth began her career working with non-profit entities and helping them design the best retirement plan for their needs and focusing on individual participants’ retirement readiness. She spent several years as Vice-President, OppenheimerFunds, Inc., in the retirement plans area and most recently was with Edward Jones, where she served on the leadership committee. She served as a national speaker on retirement plans for OppenheimerFunds Inc, at several broker-dealer conferences. She has a Bachelor of Business Administration from the University of Oklahoma.

Beth specializes in helping small business owners design retirement plans that work for their unique situation. She enjoys helping individuals and small businesses reach their lifetime goals through a focus on strategy rather than product. She joined Access Financial to better serve her clients through a wider range of offerings and services that focus on the individual, family, or business.

Check Beth E. Lewis's background on FINRA’s BrokerCheck

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