My name is Joe Lewis, and I am a Financial Planner based in Onalaska, Wisconsin, serving individuals and families both locally and throughout the Midwest. I specialize in helping clients make confident, informed decisions through education‑based financial planning, with a focus on long‑term growth and practical strategies that create lasting impact. I am currently pursuing my Chartered Special Needs Consultant (ChSNC) designation to better serve families navigating complex financial circumstances.
Originally from Cottage Grove, Minnesota, I earned a Bachelor’s degree in Finance from the University of Wisconsin–La Crosse. My passion for financial planning began in college, where I was fascinated by how investing allows money to grow and work over time. That curiosity quickly developed into a deep commitment to personal finance and helping others understand the small, consistent habits that lead to meaningful financial success.
Before becoming a financial planner, I spent nearly 10 years with Kwik Trip in fuel trading and procurement, where I honed my analytical thinking and decision‑making abilities. Working in a high‑pressure, market‑driven environment helped me stay calm, objective, and focused despite constant external noise. I bring that disciplined approach to financial planning, helping clients build personalized strategies aligned with their goals.
Outside of my professional life, I have been actively involved with Rush WI West, a community soccer club, since 2015. I have served as a coach, youth director, and tournament director. I feel strongly about mentorship and community development. I also enjoy playing golf with friends and colleagues.
I live with the mindset of staying curious, working hard, and creating a positive impact. Above all, I value time with my wife, Kylie, and our son, Leo, who inspire me every day.