Broker Check

Meet Our Team

Our team of experienced Investment Adviser Representatives are available to assist you with a variety of services to help you plan for your retirement and future financial needs.

Melinda Lewis, CFS

Investment Adviser Representative

503.937.0378

Melinda@lewis-stefani.com

Melinda Lewis is a native Oregonian and resides in the Portland area. Melinda graduated with a B.A. from the University of Oregon, College of Business. Melinda has over 30 years of experience serving the needs of governmental employees...

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Wendy Stefani, CFS

Financial Adviser, Investment Adviser Representative

503.937.0351

wendy@lewis-stefani.com

  • Clackamas County
  • Marion County
  • Multnomah County
  • City of Forest Grove
  • City of Grants Pass 
  • City of Mollala
  • City of Newberg
  • City of Oregon City
  • City of Portland 
  • City of Salem
  • City of Troutdale  
  • City of Vancouver
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Kristin Walter

Investment Adviser Representative

503.937.0378

Kristin@lewis-stefani.com

  • City of Portland
  • Multnomah County
  • City of Camas
  • City of Gresham
  • Cowlitz County
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Jay Recchia

  • City of Portland
  • Multnomah County
  • City of Gresham
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Heather Hall

Assistant to Registered Representatives

Melissa Handy

Assistant to Registered Representatives