James H. Lewis Ii Aams Aif Email & Phone Number

Brighton, Michigan, Us

I am the Financial Guru of the operation.

We produce 8 lifestyle channels on Social Media.

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.

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.

Client creation, retention and implementation policies. Also the marketing and creative direction of the firm.

Glendale, California, Us

To facilitate the growth and expansion of the chamber.

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.

I serve on the affiliate board of the association. My main duties are to advance the association and it's members.

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.

We are a premiere organization dedicated to the involvement of children in community based activities in your community. www.brightonoptimist.org.

We are defenders of Liberty. Keepers of your personal rights and individual sovereign rights.

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.

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

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.

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

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

Bba, Economics, Management, Finance

General Education, Business Administration And Management, General