The Partners

The partnership of Chris A. Lewis and Claudia Perez Brown was founded with the understanding that a professional relationship with a financial advisor may be the longest professional relationship a person can have. The intimate and personal details your advisor comes to know about you, make them fully vested in your successful future. Often times this relationship mimics that of doctor/patient. Additionally, this can carry over to the clients’ heirs. For these reasons, the act of choosing the right advisor is one of the most important decisions you may ever make.

Chris A. Lewis, AIF®

President

Chris completed an 18 month Financial Consultant Internship with Shearson Lehman Brothers in 1990. Currently, as a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network, he holds the following registrations: General Securities Representative (Series 7), Registered Securities Principal (Series 24), the Unified State Securities Law Exam (Series 63), and the Uniform Investment Adviser Law Examination (Series 65). Chris is licensed by the state of Texas to sell life insurance, health insurance and annuities.

Chris has earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.

In addition, Chris is a charter member of the Financial Services Institute (FSI) and a member of the National Ethics Association. FSI’s mission is to provide visibility, creditability, and an improved regulatory environment for the independent channel. While the NEA does research and analysis of an individual, placing them in a position of scrutiny, thereby encouraging due diligence and transparency in business dealings.

Chris graduated from the University of Oklahoma and immediately after, moved to Dallas, Texas. Chris is married and lives with his wife, two daughters and a house full of pets in Murphy, Texas. Chris’ passion is animals. He is a driven and tireless volunteer for the Second Chance SPCA in Plano, Texas.

 

Claudia Perez Brown

Vice President

Claudia started her investment career with Dean Witter in 1987 and was trained in all aspects of branch and client support on her way to becoming an Operations Manager in a top producing Dallas branch. Claudia later combined her client service and operations knowledge with a securities registration.

Currently, as a Registered Representative with Commonwealth Financial Network, she holds the following registrations: General Securities Representative (Series 7) and the Unified State Securities Law Exam (series 63). Separately, she is licensed by the State of Texas to sell life insurance, health insurance and annuities.

Claudia graduated from the University of Texas at Dallas. Claudia is married and lives with her husband, a young son and a house full of pets in Plano, Texas. She is actively involved in her church and Catholic Charities, who serve various family and children outreach programs.

 

 

 

 

Leann Bell

Client Services Manager

Leann serves at Lewis Brown as the Client Services Manager underneath Chris and Claudia. She is enthusiastically applying her skills and expertise to obtain maximum success in her position.

She started her administrative career over 10 years ago and has enjoyed working for a diverse group of companies and alongside a number of great business associates. Prior to and even after starting her administrative career she was the owner of Hair by Leann and excelled in Cosmetology. It was a great creative outlet for her and challenged her analytical mind as well. While she enjoyed running the company she chose to close so she could spend more time with her family.

Leann has 3 sons and just welcomed her first grandson in November 2015. She lives with her youngest son along with her dog and horses. She has been riding horses since she was a child and travels to different state parks with them to trail ride as well as riding in local parades. Her passion is animals and dedicates a lot of her free time to animal rescue and volunteering at local shelters and with the Humane Society equine department.

 

 

 

 

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