About Us

Cody Lewis, ChFC, CRPC

Cody Lewis, ChFC, CRPC

President/Wealth Strategist

Cody Lewis serves as the esteemed Founder and President of Proactive Wealth Concepts. With an impressive track record spanning over two decades in the financial services sector, Cody is a distinguished expert in crafting income and financial management solutions tailored for retirees and business proprietors. His professional qualifications include being a Chartered Financial Consultant (ChFC®)  and a Chartered Retirement Planning Counselor (CRPC®). Cody’s dedication lies in assisting individuals in formulating comprehensive strategies that guarantee lasting peace and financial security.

Kathie Lewis

Kathie Lewis

Chief of Controlled Chaos

Kathie Lewis boasts over 15 years of experience as a trusted consultant in the fields of accounting, finance, and business consulting. Throughout her career, she has honed her expertise in crafting effective and tailored tax and financial strategies that cater to the specific needs and situations of her clients. Kathie’s true dedication lies in alleviating the complexities of financial matters, providing clarity and relief to both business leaders and families alike.