312. Expert Advice to Overcome Financial Anxiety and Worry with Michael Lewis

Happiness Solved

Happiness Solved with Sandee Sgarlata. In this episode, Sandee interviews Michael Lewis. Michael Lewis CFA, MBA started his career on Wall Street after graduating from the Duke University Fuqua School of Business, where he received his MBA in Finance. Over Michael’s career, he learned how Wall Street really works from the inside, assisting international banks such as BNY Mellon and institutional fund managers such as SEI Investments, manage risk and improve returns using technology. Frustrated by the difference in service quality received by the wealthy vs. the ‘rest of us’, Michael and his wife Sharon founded Tutor Financial Advisors, LLC. The name Tutor Financial Advisors reflects the importance education plays in the financial planning process. Tutor’s mission is to assist families to cement their legacy and transition wealth to future generations in a tax-efficient manner. Tutor Financial believes that estate planning is for everyone, no matter your personal situation. They feel that we all have a responsibility to our children, and to our grandchildren to pass on our values, virtues, and wisdom. At the same time, we must prepare them to assume the responsibility that comes with inheriting wealth. Michael sits on the boards of the East North Carolina Red Cross and the Jewish Federation of Raleigh-Cary. He educates patients at recovery centers on financial literacy and further advises families, who are financially trying to balance the expenses incurred when a loved one is experiencing addictive behaviors. When not working on his business, Michael enjoys a good round of golf and BBQ. He is particularly fond of his Big Green Egg and the crust he achieves on his briskets.

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