With over 24 years’ experience in the financial services industry, Sean Lewis has created a business that focuses on financial planning for individuals and small business owners to help them identify and achieve their unique goals. His process weighs heavily on the relationship and service side of the planning process because this allows him to truly understand how to convert a client's dream into financial reality. Once a relationship has been established and expectations for both sides have been determined, Sean will construct a financial plan that meets the needs and goals for each individual situation while being sensitive to the prevailing market conditions. Based out of Lebanon, IN, Sean also has an office in Bloomington, IN, where he can meet with clients to discuss all aspects of the financial process from budgeting to insurance and wealth management.
Before his time as an advisor, Sean grew up in Lebanon, IN, where he attended Lebanon High School and was a member of the basketball and golf teams. He was a 3 time team MVP and an All-State member for both golf and basketball, and after high school, he chose DePauw University to continue his academic and athletic career, where he played both golf and basketball. While at DePauw, he received his Bachelor of Arts degree in History with an eye to go on to law school. However, in his senior year, he decided to embark on a different path and set out to become a financial advisor, which he did shortly after graduation in 2002.
Sean and his wife Keely moved back to their hometown of Lebanon, IN in 2025 after living in Bloomington for many years, where they raised their children Ethan, Ella, and Andy. Sean and Keely love to travel and attend as many concerts as they can, but if Sean isn’t in the office, it’s a safe bet you can find him on the golf course!