Kelly Lewis

Kelly is no stranger to hard work and analytical thinking. She began her career working with clients as a legal assistant at an estate planning firm in Corning, NY in 2008, and has enjoyed working and developing client relationships ever since. Her strong background as a tax and estate planning attorney brings a unique perspective to the table when analyzing the financial goals and ambitions of the many people that seek assistance from a financial planner.

CREDENTIALS

  • L.L.M in Tax from Georgetown University Law Center
  • Certificate in Estate Planning from Georgetown University Law Center
  • J.D. from the University of the District of Columbia Law School
  • B.A. in Culture & Communications from Ithaca College
  • Member of the Financial Planning Association
  •  CERTIFIED FINANCIAL PLANNER ™

COMMUNITY SERVICE

  • Officer, Corning-Painted Post Civic Music Association

BACKGROUND

Kelly graduated from the Georgetown University Law Center with a Master’s of Law degree in Tax and Estate Planning. Before that she graduated from the University of the District of Columbia Law School with her Juris Doctor. She has previous experience as a licensed attorney practicing in Washington D.C. In 2013 she moved back to Corning to pursue the extremely exciting and rewarding career as a financial planner.

AREAS OF EXPERTISE

  • Estate Planning
  • Tax Planning & Preparation
  • Financial Plan Development
Kelly M. Lewis, J.D. CFP®
Associate Account Executive