Statement of Vision, Mission & Values

J. Derek Lewis & Associates will purpose to provide a truly caring attitude for every individual client. We will listen to and accumulate information from the client first and then work at providing the right prescription for each client to assist them in accomplishing their personal stewardship responsibilities. We will endeavor to provide a sense of security for individuals and families through education and the implementation of “all-weather portfolios” thus providing a peace in the midst of the financial storms. It is our goal to provide the highest degree of satisfaction to clients, employees, and owners. As we reach for excellence we will continually eliminate defects and create habits of optimum client service with every employee.

J. Derek Lewis & Associates realizes that our past and future success results from its vision of excellence and the values by which we live. The attached values are a set of principles which capture the spirit and the very culture of our company. We do not possess our values as a company in order to succeed; rather, we believe we will succeed as a result of the values we embrace.