James H. Lewis Ii Aams Aif

James H. Lewis Ii Aams Aif Email and Phone Number

CEO Founder And more.. 13k + LION @ IDIC Financial
James H. Lewis Ii Aams Aif's Location
Brighton, Michigan, United States, United States
James H. Lewis Ii Aams Aif's Contact Details
About James H. Lewis Ii Aams Aif

I have worked in the industry over the last 25 years and have served thousands of people in the financial services with the emphasis on business owmers.Over the decades of service I have found my way to IDIC. IDIC primary mission is the application of our Blueprint process help the business owner improve both business functions and create growth.I know there are many companies that claim they do this. But I firmly believe they are nothing like us.We are founded in the belief there is no box to step out of. There is no limitation in how you work to solve your business and its problems. Many people come to us that way. But in the end find out that there is always a solution. You just need a process and a timeline Please contact us if we may be of service to your organization.

James H. Lewis Ii Aams Aif's Current Company Details
IDIC Financial

Idic Financial

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CEO Founder And more.. 13k + LION
James H. Lewis Ii Aams Aif Work Experience Details
  • Idic Financial
    Chief Executive Officer
    Idic Financial Jul 2016 - Present
    Brighton, Michigan, Us
    I am the Financial Guru of the operation.
    View
  • Idic Broadcasting
    Executive Director
    Idic Broadcasting Mar 2017 - Present
    We produce 8 lifestyle channels on Social Media.
  • The Business Squad
    Financial Guru
    The Business Squad Aug 2015 - Sep 2016
    As the financial guru at The Business Squad, my primary purpose is to spearhead finance initiatives and take care of the financial planning for both the business and individual clients that the Squad takes on. In this role I serve primarily as one of the client leads.
  • Kokopelli Financial Management
    Senior Partner/ Owner
    Kokopelli Financial Management Nov 2008 - Jul 2016
    We are a financial planning firm and group benefit agency based in Brighton MI. We cater to the senior and boomer market in advising them on their needs for securing the retirement years and protecting their legacy and health. We also have expanded to group benefits including health insurance, executive compensation packages and exit strategies. We do this by offering comprehensive and creative solutions for their individual and business needs.
  • Kokopelli Financial Management
    Senior Managing Partner
    Kokopelli Financial Management Aug 2008 - Jul 2016
    Client creation, retention and implementation policies. Also the marketing and creative direction of the firm.
  • The Holistic Chamber Of Commerce
    Brighton Mi Board Member
    The Holistic Chamber Of Commerce Oct 2014 - 2015
    Glendale, California, Us
    To facilitate the growth and expansion of the chamber.
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  • Kokopelli Financial News Network
    Owner / Operator
    Kokopelli Financial News Network 2013 - 2015
    We created Kokopelli Financial News Network to blend some humor with some serious financial topics to create edutainment. You can find the Kokopelli Financial News Network on YouTube.
  • Livingston County Association Of Realtors
    Affiliate Board Member
    Livingston County Association Of Realtors Jun 2010 - Sep 2014
    I serve on the affiliate board of the association. My main duties are to advance the association and it's members.
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  • Brighton Center For The Performing Arts
    Board Of Directors - Member
    Brighton Center For The Performing Arts Feb 2013 - Oct 2013
    The board of directors are responsible for the funding and the operation and content for the Brighton Center of the Performing Arts. We meet every other month to discuss the ongoing needs of the center.
  • Optimist Club
    President
    Optimist Club Oct 2011 - Oct 2012
    We are a premiere organization dedicated to the involvement of children in community based activities in your community. www.brightonoptimist.org.
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  • Libertarian Party Of Michigan
    Chairman
    Libertarian Party Of Michigan May 2010 - Jun 2012
    We are defenders of Liberty. Keepers of your personal rights and individual sovereign rights.
  • Mitn
    Member
    Mitn Jun 2010 - Mar 2012
    Premiere Technology Networking for Michigan that caters to the technologies and information services industries in Michigan. We are always looking for technology industry individuals or companies that want to expand their networks.
  • B.A.S.E. Brighton Area Schools Education Foundation
    Trustee
    B.A.S.E. Brighton Area Schools Education Foundation Mar 2011 - 2012
    BASE is a foundation dedicated to enhancing the community of Brighton, MI by offering small grants for community based educational services. ie: Reaching Higher ..etc
  • Comerica Bank
    Vp-Financial Consultant
    Comerica Bank Jun 2003 - Aug 2008
    Dallas, Tx, Us
    I manage a team of people who specalize in custom wealth management principles. I utilize 7 financial discipline specialist in my team. During the process we create a custom and individualized approach to financial management on both a personal or corporate level. We look at everything from investment strategy to tax implications to cash flow management. Not to mention we also review any estate liquidity needs for an efficient wealth transfer at death.
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  • Hantz Group
    Financial Consultant
    Hantz Group 2000 - 2003
    Southfield, Mi, Us
    I helped both residential and commercial clients pursue and achieve their financial objectives. I also worked in training up and coming planners in the process' used at Hantz Group
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  • Edward Jones
    Investment Representative
    Edward Jones 1996 - 1999
    St. Louis, Mo, Us
    I learned the skills of the trade. I worked to gather retail clients and help them navigate the different investment options available to them. I grew my office to over 200 households in under 3 years
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James H. Lewis Ii Aams Aif Skills

Negotiation Financial Planning Insurance Employee Benefits Retirement Planning Small Business Investments Estate Planning Strategic Financial Planning Recruiting Finance Fixed Annuities Marketing Wealth Management Strategy Business Development Team Management Leadership Management Team Building Crm Sales Strategic Planning Mergers And Acquisitions Account Management Asset Management New Business Development Executive Management Portfolio Management Start Ups Business Strategy Training Entrepreneurship Networking Sales Management Selling Strategic Partnerships Competitive Analysis Contract Negotiation Budgets Business Planning Lead Generation Vendor Management Retirement Financial Services Management Consulting Risk Management Business Consulting Managerial Finance Social Media Marketing

James H. Lewis Ii Aams Aif Education Details

  • Northwood University
    Northwood University
    Finance
  • Hazel Park High School
    Hazel Park High School
    General

Frequently Asked Questions about James H. Lewis Ii Aams Aif

What company does James H. Lewis Ii Aams Aif work for?

James H. Lewis Ii Aams Aif works for Idic Financial

What is James H. Lewis Ii Aams Aif's role at the current company?

James H. Lewis Ii Aams Aif's current role is CEO Founder And more.. 13k + LION.

What is James H. Lewis Ii Aams Aif's email address?

James H. Lewis Ii Aams Aif's email address is wh****@****ail.com

What is James H. Lewis Ii Aams Aif's direct phone number?

James H. Lewis Ii Aams Aif's direct phone number is +151737*****

What schools did James H. Lewis Ii Aams Aif attend?

James H. Lewis Ii Aams Aif attended Northwood University, Hazel Park High School.

What are some of James H. Lewis Ii Aams Aif's interests?

James H. Lewis Ii Aams Aif has interest in Fenton's Fotos, Public Utility Company, Exercise, Peppermint Patty's Play Place, Fireworks Retailer, The Hire Effect, South Lyon Pumas Girls' Lacrosse, Relation's Cleaning Services, Lbn Livonia, Mexican Restaurant.

What skills is James H. Lewis Ii Aams Aif known for?

James H. Lewis Ii Aams Aif has skills like Negotiation, Financial Planning, Insurance, Employee Benefits, Retirement Planning, Small Business, Investments, Estate Planning, Strategic Financial Planning, Recruiting, Finance, Fixed Annuities.

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