5331 South Macadam Ave,,
Melinda Lewis and Wendy Stefani’s personal relationship started years before their business began. As identical twin sisters, they have a lifetime partnership. After graduating from the University of Oregon in 1986, Melinda began her career as a Financial Adviser, Wendy joined her in 1990. The Twins have built a practice that spans over 30 years, from Aetna to ING to Voya Financial Advisors (Voya). They have helped thousands of clients plan, save and retire successfully.
The foundation of their practice is providing retirement planning, education, and PERS guidance for many of the largest local Government Employers. Their groups include the City of Portland, Multnomah County, City of Gresham, Clackamas County, City of Salem and Marion County. Being registered with Voya Financial Advisors, a full-service Broker-Dealer, allows our firm to provide individual investments, products and Advisory Services to meet any of your planning or investment needs.
At Lewis-Stefani Group, we develop lasting relationships with individuals and employers by understanding their long-term goals and providing individually tailored solutions. This mission drives our group today as a leader in the financial services industry.
Our team will help you navigate through decisions and help you prepare for the future. We take pride in our strong client relationships and our record shows it: many of our client relationship and plan sponsor relationships are over 30 years old and counting.