9805 Double R Blvd

Suite 300

Reno, NV 89521

EDUCATION

Bachelor of Science in Business Administration, Regis University

 

Tim Lewis, CFP®,CKA®

Reno, NV

Wealth Impact Advisor

2x Winner of the Official Community Choice Awards: Best Investment Firm in Reno (2024 & 2025) – 2026 will be announced next week.

Professional Specialties & Focal Areas

I specialize in providing high-level financial guidance for families and professionals seeking to align their wealth with their values. My core areas of expertise include:

  • Multi-Generational Family Wealth Planning: Navigating complex wealth transfer and estate strategies.

  • High-Income Professionals: Tailored financial planning for high-earning individuals.

  • Retirement Plan Stewardship: Managing and optimizing retirement assets for long-term impact.

  • Clarity & Peace of Mind: Answering the critical questions, "Am I going to be OK?" and “How much is enough?” through rigorous financial modeling.

What Drives Me: Generational Impact

I am driven by the opportunity to see generational impact and family unity flourish through the financial planning process. My goal is to help families take bold steps of generosity while equipping future generations with the wisdom needed to receive and steward wealth. By integrating values-based wealth building with technical expertise, I help families prepare for the journey ahead.

Personal Stewardship Philosophy

I believe that wealth is a tool for impact and a trust to be managed with wisdom. My stewardship philosophy is rooted in the idea that financial success is most meaningful when resources are aligned with a family's deepest values. Through intentional planning and investment management, we create the stability to support the people and causes that matter most in Reno and beyond.

Community Involvement & Leadership

I am deeply invested in the growth and health of the Northern Nevada community, serving in several leadership capacities:

  • Estate Planning Council of Northern Nevada: Board Treasurer

  • Triad Plastics: Corporate Board Director

  • Christian Business Connections (CBC), Reno: Lead Facilitator

  • Life Church: Dedicated volunteer within the Men's Ministry and Greeting Team

  • Washoe Little League Volunteer: 2x Head Coach

Hobbies & Interests

When I'm not at Stewardly Advisors, you'll find me enjoying everything the Reno-Tahoe region has to offer. I'm an avid golfer, love sharing dinner with friends, and look forward to every sunny summer weekend spent at Lake Tahoe with my family.  I am also currently writing a book focused on personal stewardship and finance titled "Uncommon Wisdom," which is set for release in the Fall of 2026.

PROFESSIONAL DESIGNATIONS & AFFILIATIONS

  • CERTIFIED FINANCIAL PLANNER® (CFP®)

  • CERTIFIED KINGDOM ADVISOR® (CKA®)

  • Estate Planning Council of Northern Nevada, Board Treasurer

  • Planned Giving Round Table of Norther Nevada, Council Member

  • Planned Giving Advisory Council for University of Nevada, Reno, Council Member

  • Reno Professional Faith Vocation Group, Group Leader

  • Northern Nevada Christian Business Connections President & Emcee