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Our Team

Jeremy F. Lewis, CMFC®

CEO & Wealth Advisor

Jeremy F. Lewis is the CEO of Hoyt, Lewis & Associates and also serves as a wealth advisor for the firm. In his current position, Jeremy is responsible for determining the direction of the firm, managing employees and, most importantly...

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Ben Kohls-Chase is a Wealth Advisor at Hoyt, Lewis & Associates, a full-service financial planning firm specializing in custom wealth management strategies designed to help individuals and families prepare for retirement. In his...

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Noelle Y. Seipp

Chief Operations Officer

Noelle Seipp is the Chief Operations Officer at Hoyt, Lewis & Associates, where she is responsible for managing the overall operations of the firm including workflow, paperwork processing and the direction of staff responsibilities....

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Naomi Adams

Executive Assistant

As an Executive Assistant at Hoyt, Lewis and Associates, Naomi’s responsibilities include answering the phone, scheduling client reviews, managing the office calendar, planning client events and maintaining the company website...

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Joni Gall

Office Administrator

Joni is the first friendly face you see coming into the office! While an important part of her job is to meet and greet our valuable clients both in person and over the phone, she is also responsible for many other important tasks...

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Matthew Greve

Junior Analyst

Matthew Greve is a Junior Analyst and Paraplanner with Hoyt, Lewis & Associates. In this role he is responsible for helping to manage our financial planning process and developing plans for clients. Additionally, he does research and...

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Einstein Adams

Chief Morale Officer

Einstein joined the team as a little pup, no bigger than a loaf of bread in 2018. Dressed for success in his bowtie, Einstein can be spotted in the office on the occasional Friday curled up under Naomi’s desk. Einstein’s...

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