“My goal is to make our client’s investment lives simple. I am
truly interested in getting to know the whole person that way I know
what’s best for each and every individual. They are always welcome
to come in, have a cup of coffee and chat. The relationship with
each client is paramount to success.”
Lois has been in the industry since 1980 and has been with the
Shewfelt team since 1983. She holds the professional Chartered
Investment Manager (CIM) designation and is a Portfolio Manager. Lois
specializes in wealth management and financial planning, advising
clients on various investment options best suited to their personal
portfolio plan.