Team profile


Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Community participation

Baskets for the women currently housed at The Spring of Tampa Bay, March 2018
Baskets for the women currently housed at The Spring of Tampa Bay, March 2018

Sharon: Pet Pals Animal Shelter, Humane Society of Tampa Bay, Humane Society of Pinellas, Best Friends Animal Society, The Spring of Tampa Bay, MADD, Florida State Troopers Association, Southeastern Guide Dogs, Honor Flight - The Villages

Heather: ARME's Beagle Freedom Project; Girls on the Run Tampa Bay

Lewkowitz Wealth Management Group: Humane Society of Tampa Bay, Humane Society of Pinellas, The Spring of Tampa Bay