Our Firm

Lewis and Palmer Financial Solutions Group


Lewis and Palmer Financial Solutions Group combines a client-based approach with expertise in providing Life, Disability, Long Term Care Insurance, Retirement Planning, Business Strategies and Employee Benefit Services.

While providing a wide array of services to our clients, we also create a professional relationship with our clients to help strategize methods to attain personal and business financial goals.

Our clients and their families continue to rely on us because we engineer the strategies tailored to their specific needs.

Our firm has acquired people from various industries to help build strategies for our clients. Strategies designed to help produce wealth,protect it from risk and ultimately distribute that wealth to create a retirement that is free from monetary uncertainty.

 

Renee Lewis, RICP, Investment Advisor Representative 

Renee Lewis, with a Bachelor Degree in Accounting, managed and operated a successful family business for 20 years before starting Lewis and Palmer Financial Solutions Group. She specializes in Business Solutions, Risk Management and Retirement Planning.

 

Ted Palmer, Registered Assistant

Ted Palmer has two decades of profesional experience in banking, operations and small business consulting. As a dynamic leader, he holds the philosophy that places employees and business owners as the primary customer for any enterprise.

 

Robert Lenz, RICP, LUTCF, Investment Advisor Representative 

Bob Lenz, is an industry veteran, having begun his career over 30 years ago. In addition to sales consulting, Bob has led the training departments for several major insurance companies offices in South Florida. Bob currently holds a Series 7, Series 66, and Series 24 licenses, as well as Life, Health, and Variable Annuity licenses in multiple states. Since he joined Lewis and Palmer FSG in 2016, Bob’s role is focused on Insurance and Financial Planning, and serves as Senior insurance analyst and leads our firm in 401(k) plan implementation.

 

Paula Goodman, Non-Registered Assistant

PJ Goodman, with a graduate degree in English/Education and a state certification in Educational Leadership, worked in the public school system for over a decade, prior to accepting a position with MetLife as a registered representative. Her desire to provide first class service to clients and attention to detail, made PJ a perfect fit for Lewis and Palmer Financial Solutions Group.

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck