D. Austin Lewis, JD, MBA, CFP®

Austin has 27 years of experience in advising clients as a banker, attorney, and financial advisor

Austin started his career by serving as a business banking officer with Wells Fargo Bank in downtown San Francisco. Upon graduation from law school, Austin practiced law for nine years at two prestigious San Francisco law firms: Gordon & Rees and Craigie, McCarthy & Clow, where he specialized in advising businesses on litigation and transactional matters. When Austin returned home to Colorado in 2001, he served as senior in-house counsel to two Colorado companies: Graphic Packaging and Qwest. Since successfully challenging the Certified Financial Planner examination in 2005, he has been advising high net worth clients on all their financial matters.

Austin grew up in Boulder, Colorado, where he graduated from Fairview High School. Austin enjoys playing golf and spending time outdoors with his family in our beautiful state.

Education and Professional Designations

Professional Designations

Certified Financial Planner
Member of the Colorado and California Bars
Series 65

Selected as a Five Star Wealth Manager by 5280 Magazine and CoBiz Magazine in 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018 and 2019.

Educational Background

Marquette University Law School, J.D. (with honors), 1992
San Francisco State University, M.B.A. (emphasis in finance)(with honors), 1989
University of Colorado, B.S. (emphasis in finance) 1986

Professional Associations and Community Involvement

Colorado Bar Association
California Bar Association
Boy Scouts of America

Certified Financial Planner

When evaluating financial professionals, we strongly believe that your advisor should serve as your fiduciary, just like attorneys and accountants. We feel just as strongly that your advisor should be a Certified Financial Planner.

The Certified Financial Planner designation is now the industry standard for serious advisors. CFP® certificants must complete a specialized education program, pass a rigorous examination, agree to be bound by a code of ethics, and keep their skills current through continuing education. This is very similar to the examination and licensing requirements for attorneys and accountants. Would you hire an unlicensed attorney or accountant?

There are many people holding themselves out as financial advisors these days. Many of them are not fiduciaries. Financial professionals who are compensated by sales commissions can have a conflict of interest when it comes to recommending what is truly in your best interest. Often, you are a customer, not a client, in these arrangements. Your advisor’s compensation should be straightforward and transparent to you, the client.