William Lewis, CFP®
Principal
wlewis@swmpa.com
Bill has a genuine interest in the financial welfare of his clients, helping them prepare for major financial milestones and each moment in between. His knowledge of financial, investment, retirement, business, and estate planning is substantial, as is his ability to provide personal insight into his clients’ goals and challenges. Bill’s business acumen and financial planning expertise were honed through his 30 years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER® practitioner and Accredited Estate Planner, Bill is bound by rigorous standards of care for his clients, ensuring their interests are always placed first.
Bill and his wife, Debbie, enjoy traveling around the country in their Airstream Camper visiting National Parks along the way. They’re avid hikers, having hiked in 13 states and counting. Bill’s other interests include “puttering” around his farm in Friendsville, PA and spending as much time as possible with his four adult children and grandchildren.
Degrees & Credentials
- Bachelor’s degree from The Pennsylvania State University
- CFP® professional
- Accredited Estate Planner
- Behavioral Financial Advisor
- Retirement Income Certified Professional
- Chartered Financial Consultant
- Charted Life Underwriter
- FINRA Series 6, 7, 24, 53, 63, and 65 securities registrations held through Commonwealth Financial Network
- Life & Health Insurance Licenses
Matthew Lewis, CFP®
Partner, Financial Advisor
mlewis@swmpa.com
Matt is grateful to be a Partner at Sterling Wealth Management. He grew up around the business and loves having the opportunity to work with and learn from his dad, Bill. He believes in the power of fostering strong, collaborative relationships to help clients make informed decisions throughout their financial journeys. The part of the financial planning process that he values the most is planning for the transfer of wealth from one generation to the next. Matt takes pride in this and is privileged to be able to help with such an important part of client’s lives and cultivate close relationships with their families. As a CERTIFIED FINANCIAL PLANNER® practitioner, Matt is committed to serving his client’s best interests today to prepare them for a more secure tomorrow.
Prior to joining Sterling Wealth Management, he graduated from Union College in Schenectady, NY, where he studied Economics and Political Science, and then worked as a Commercial Credit Analyst at a Regional Bank for several years.
In addition to Matt’s passion for helping clients, he’s passionate about the time he spends outdoors hiking, backpacking, and running with friends and family. Matt has completed all 33 high peaks in the Catskill Mountains and all 46 high peaks in the Adirondack Mountains. His passion extends past the northeast and has included hiking and backpacking trips in California, Colorado, and Mexico, when he climbed Pico de Orizaba, the 3rd tallest mountain in North America, standing at 18,492 feet tall.
Matt’s adventurous spirit extends to his love of travel and trying new foods with his wife, Talitha, who’s lived on 3 continents and traveled to 32 countries. Her background sparked Matt’s love for travel and some of their favorite trips together have been to India, Singapore, and Bali. His favorite travel experience so far has been taking a cooking class in a family compound in Ubud, Bali where he and Talitha not only learned how to make a traditional Balinese meal but learned about the culture and family dynamics in the country. It was so delicious and enlightening that they’ve pledged to take a cooking class in any country they travel to in the future. Matt would love to hear about any of your outdoor adventures and travels!
Degrees & Credentials
- Bachelor’s degree from Union College, Schenectady, NY
- CFP® professional
- FINRA Series 7 and 66 securities registrations held through Commonwealth Financial Network®
- Life & Health Insurance Licenses
Annemarie Kelley
Director of Client Relations
Annemarie is the director of client relations and is responsible for all new business processing and maintaining client accounts. Annemarie's organizational skills and attention to detail bring indispensable value to all of our clients’ interactions with the firm. Annemarie holds a bachelor’s degree in human resource management from Mansfield University, and she brings a wealth of professional administrative experience to her role at Sterling Wealth Management.
Annemarie enjoys traveling with her husband of 25 years and spending time with their two grown children. She also loves gardening, cooking, and antiquing.
