Regina Lewis, CPFA

Regina Lewis, CPFA

Retirement Plan Advisor & Fiduciary, Partner

Regina has been helping business owners, HR Professionals, and C-Level executives better sponsor their retirement plans since 2014. Whether you are looking for ways to allow your plan to run in a more compliant fashion or more efficiently, she will work with great passion and care to guide you and your participants to create better outcomes. She also has a successful history in business to business sales and sales management that stems back to 2007. This has given her the unique ability to better serve business owners and corporations across many different industries.
 
Regina helps her clients in the areas of fiduciary responsibility, plan governance, investment analysis, and participant education and is a CPFA (Certified Plan Fiduciary Advisor).
 
Regina resides in Thompson's Station, Tennessee with her husband Chris and two sons, Tyler and Beckett. When she's not working hard for her clients, she can be found watching her sons play sports or experiencing new places both domestic and international.
Phone (615) 212-8738