Nelson Lewis*

Nelson Lewis*

Associate

Phone: 480-988-2065
Mobile Phone: 602-292-2705
E-mail:
 

Nelson worked at the University of Phoenix for six years.  While working full time he also achieved his Bachelor of Science in Business Accounting.  His family friend and financial advisor, Jason Rucker, did such a great job with Nelson and Kelsey early on in their married lives that it excited Nelson to pursue a career in financial services.

In 2008, while still working full time at the University, Nelson completed the necessary licenses and began working part time with Jason at Cambridge Financial on lunch appointments, during his spare time and in the evenings.  In the summer of 2010, he had built his clientele enough to make the leap of faith and career transition full time and has never looked back!

Nelson specializes in working with small businesses and their financial needs.  He works with the owners and their business succession strategies.  He also works on setting up a competitive employee benefit package for the employer's company.  This includes retirement plans, group health benefits, group disability and life plans, etc.  He also enjoys assisting families like his own get properly protected with auto, home, life, disability and health insurances.  Then, plan and strategize for future savings and retirement goals.

Nelson was born and raised in the small town of Ajo, AZ and married to Kelsey (Willis) from Snowflake, AZ.  They now live in Gilbert, AZ with their seven young children.   "My family is my hobby", he proclaims in his free time.   But he does try to stay active with his love for all American sports (football, basketball, baseball, softball, golf, etc).  He is very involved with his church and community and loves serving in various ways.  He served a two year volunteer Spanish speaking mission to Washington DC in his youth and enjoys giving back.