Lois Beer

Wealth Advisor & Portfolio Manager

“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.