The people who work at Peoples Wealth Management have the knowledge and experience to help you pursue your financial goals. Our staff is always ready to address your concerns, answer your questions, and put you at ease.
William Lewis is the principal of Peoples Wealth Management. Bill has a bachelor's degree from the Pennsylvania State University and holds numerous professional certifications and designations, including the CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner. Bill is an Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser and is involved in many community organizations, including the Community Foundation of the Endless Mountains, for which he serves as vice chairman, and the Countryside Conservancy, for which he is vice president. He is also a member of the Montrose Lions Club. In his spare time, Bill enjoys running and spending time with his family. He lives in Montrose with his wife and four children.
Mick Saravitz, Investment Adviser Representative of Commonwealth, has been with Peoples Wealth Management since the inception of the investment program in April, 1999. Prior to joining PWM, Mick was a long time employee of the Bendix Engineering Department. He is a Navy veteran and a graduate of Broome Community College. Mick enjoys working on his property in Friendsville, where he lives with his wife and two sons.
Kris Kantz is the Director of Business Development, and is responsible for the growth of new business and client events planning. Kris lives in Springville, and enjoys organic gardening, international cuisine, and painting.
Phyllis Sanauskas is the Director of Client Relations and is responsible for all new business processing, maintaining client accounts, and addressing all other client service needs. Phyllis lives in Lenoxville, and is involved in several community organizations. Phyllis is the Director of Spark Gospel Singers and is a lifetime member of Lenoxville Community Band. She enjoys gardening, warm climate vacations and music.
Securities are not FDIC Insured, May Lose Value and Have No Bank Guarantee.
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