Jackie Lewis is a co-founder of Wealth With Options, a wealth management firm for high-net worth individuals and families. A Certified Financial Planner (CFP), she provides comprehensive financial planning and investment management services. Her prior experience includes roles as SVP and wealth advisor at several large private banks in Los Angeles and New York. She graduated with a BBA from the University of Hawaii and received her MBA from San Diego State University. Jackie lives with her spouse in North San Diego County and has three children, now young adults. She enjoys traveling worldwide and hiking, having recently climbed Hualalai volcano. Jackie is a long-term member of our Philanthropy Committee and now serves as its Chair.