Bringing over 45 years of experience in the industry, Lew is focused on financial planning to assist clients in moving toward the results they desire.
Joined Lido: 2024
Homebase: New Albany, OH
Professional Focus: He specializes in wealth management, estate and retirement planning, and investment management, using Lido’s full suite of in-house capabilities to deliver custom strategies for his clients.
Education: B.S., Business Administration, Ohio University
Previous Work Highlights: Lew founded his practice in 1974 and served as a Principal of Shore Morgan Young (SMY) prior to their partnership with Lido Advisors in 2024. While at SMY, he built a leading team of specialists with experience in several financial planning disciplines.
Personal Facts: Involved in many professional and community organizations throughout his career, Lew enjoys golfing, traveling, and spending time with his wife, Donna, and their son, Spencer.
