John G. Ullman & Associates, Inc.
Kelly M. Lewis, CFP®, JD, LLM has a diverse work experience. Kelly M. began their career in 2013 as a Contract Attorney at Immigrants First, PLLC, where they represented clients and handled various immigration cases. In 2013, they also worked as a Legal Content Writer at Law Blog Writers, LLC. Kelly's most recent position is as an Associate Director of Financial Planning & CERTIFIED FINANCIAL PLANNER™ at John G. Ullman & Associates, Inc., which they started in 2014. In this role, they provide comprehensive financial management services, identifies new business prospects, and maintains expertise in financial management practice.
Kelly M. Lewis, CFP®, JD, LLM, obtained a Bachelor's degree in Culture & Communications from Ithaca College in 2008. Kelly M. then went on to complete their Juris Doctor (J.D.) degree in Law at the University of the District of Columbia David A. Clarke School of Law (UDC Law) from 2009 to 2012. Kelly further pursued their education at Georgetown University Law Center, where they earned a Master of Laws (LL.M.) degree in Taxation/ Certificate in Estate Planning from 2012 to 2013. In addition to their formal education, they hold the certification of CERTIFIED FINANCIAL PLANNER from the CFP Board, although specific details regarding the date of obtaining this certification are not available.
John G. Ullman & Associates, Inc.
Who We Are: JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial planning. What We Do: JGUA works proactively with clients to develop financial plans that are structured to meet their goals, whether those goals are in the short-term, long-term, or with the next generation in mind. How We Do It: JGUA Advisors work collaboratively across all service areas to provide clients with the highest levels of comprehensive guidance, in a highly personalized way. Our process starts with you. You’ll be paired with an Advisor who works diligently and with the utmost integrity to understand your unique goals, time horizon, current financial picture, and risk tolerance. The resulting plan reflects decades of our experience, and serves as a road map to help you make the right decisions about your financial future. From there, our investment management team leverages our research, trading, and portfolio management groups to provide both highly experienced and newer investors with personalized, active portfolio management based on real-world experience, analytics, and insights, not just automated algorithms. Backed by our team of financial planners, CPAs and other tax professionals, legal professionals, and support staff, we are uniquely qualified and equally passionate about helping clients and their families achieve their financial goals.