About Us
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
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.
Chris Hedquist, CFA, CFP
Senior Portfolio Strategist, Townsquare Capital
As Senior Portfolio Strategist at Townsquare Capital, Chris works directly with financial advisors and their clients in developing, implementing, and monitoring investment portfolios and financial planning strategies. Chris heads up the investment audit and proposal capabilities of the firm. He also sits on the Townsquare Capital investment committee and is responsible for helping to develop the firm’s investment policies for conducting due diligence on the investment offerings available through the firm, including alternative investments.
Chris has been a registered representative and investment adviser since 1992 and has been a General Securities Principal since 2003. Chris also holds the Chartered Financial Analyst (CFA) and CFP® designations. After graduating from Brigham Young University in Business Management & Finance, Chris began his career as a financial advisor working for Shearson Lehman Brothers, then Merrill Lynch. During the past 25 years, Chris has also worked for other independent wealth management firms where he focused on advising financial advisors and their clients on portfolio construction, investment selection, and retirement planning.
Eric Stuart
VP of Insurance Distribution, Allegis Advisor Group
Eric has over 25 years of insurance industry experience. He began his career as a Financial Advisor for New England Financial in 1999, later joined Crump Life Insurance Services in 2005 working as Regional Sales Director. At his time with Crump, Eric was recognized as a Top Sales Performer and received 9 out of 10 Circle of Excellence Awards.
After his 11 years at Crump, in 2016 Eric was hired as VP of Life Distribution at Allegis Advisor Group, this is where he brought his knowledge and enthusiasm for the Life Insurance Industry, for the past 9 years. In September 2022, Allegis was acquired by Simplicity where Eric became a Partner of Simplicity Financial Group.
He has been acknowledged for leading a top sales/service team year after year. He holds a very high standard of service and achievement. He is Life and Health Licensed, holds his FINRA Series 7, Series 63 and Series 65 Securities Licenses.