Lewis is a managing director at ClearPath Wealth Partners. He has more than 30 years of experience in the financial services industry. Lewis takes an educational approach to each client relationship, taking time to explore needs, goals, and special circumstances fully. He prides himself on being transparent about risks and costs and easily accessible to answer questions or address concerns.

Lewis began his career in 1990 as a financial advisor for Merrill Lynch before joining Morgan Stanley, where he remained until early 2022. Lewis then served in sales management and became the non-producing branch manager for Morgan Stanley’s downtown Oklahoma City office at Leadership Square. After a decade of being in management, he returned to serving clients. Lewis has consistently found the most fulfilling aspect of the business to be helping clients make sense of the vast choices available to build their wealth.

Lewis and his wife, Marci, and daughters, Sarah and Emma, attend Life Church in Edmond, OK. In recent years, following Jesus Christ and sharing His gift with others has become a growing focus for Lewis. He serves as co-captain of retreat #1 at Manresa Retreat House in Convent, LA, and currently funds, leads, and volunteers with several ministry groups. Lewis and Marci also enjoy traveling and taking care of their three dogs, Cooper, Klaus, and Sasha.

Lewis previously served in the Army National Guard as an Infantryman (11B) and Infantry Officer (11A), serving as a rifleman, platoon leader, Battalion Liaison Officer, and aide-de-camp Brigadier General/Brigade Commander.

Greg is a managing director and financial advisor at ClearPath Wealth Partners. He has 16 years of experience in the financial services industry as a financial advisor and portfolio manager, working with individuals, small businesses, investment companies, and institutional clients.

Before co-founding ClearPath Wealth Partners in 2022, Greg spent 16 years as a Financial Advisor at Morgan Stanley Smith Barney. Prior to beginning a career as a financial advisor, Greg worked in the golf industry and served as a United States Air Force member.

Greg enjoys golfing, fishing, cooking, and supporting the local community in his spare time. Greg currently serves as president of the OU Chip in Club, the fundraising organization for the University of Oklahoma Men’s Golf program. He previously served on the Executive Committees for the 2009 U.S. Amateur Public Links and 2013 Women’s U.S. Amateur Public Links.

As SVP and Director of Operations, Courtney’s primary responsibility is helping clients with account-related questions, requests, or other needs. In addition, she is responsible for managing the office’s day-to-day activities.

Courtney has worked in the securities industry for approximately 15 years. She has worked alongside Lewis and Greg for the past 14 years.

Courtney spends her free time watching her son play basketball and cheering for OU and the Dallas Cowboys. In addition, she is involved in the local church and enjoys reading.