Joseph Mcdonough is a financial advisor at Lewis Asset Management with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at BlackRock, Mechanic's Bank, and Merrill Lynch Investment Managers. Lewis Asset Management is a registered investment adviser serving individuals, high-net-worth clients, and pension or profit-sharing plans. The firm emphasizes discretionary portfolio management and financial planning, focusing on long-term trading, diversification, and broad-market instruments such as ETFs and no-load mutual funds.

David Lewis is a financial advisor at Lewis Asset Management in Lafayette, CA, with 28 years of industry experience. He has been with Lewis Asset Management since 2007 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans through a five-advisor team, managing approximately $387 million. The firm focuses on long-term trading and broad-market exposure, constructing customized portfolios that emphasize diversified fund-based strategies aligned with clients’ objectives and risk tolerance.

David Wissinger is a financial advisor at Lewis Asset Management with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mechanics Bank for 17 years. Lewis Asset Management is a registered investment adviser serving individuals, high-net-worth clients, and pension or profit-sharing plans. The firm emphasizes long-term trading with diversified portfolios using exchange-traded funds and no-load mutual funds, managing accounts on a discretionary basis with regular reviews and quarterly rebalancing.