Meet Our Team

J. David Lewis

    Principal
    David founded Resources Advisory Services in 1985. Over the decades, he has watched clients improve their lives as financial planning evolved into a profession, moving ever closer to the clients’ best interest standards he set for himself.

    David Lewis

    David founded Resources Advisory Services in 1985 to offer fiduciary, fee-only financial planning for families, based on NAPFA standards. Over the decades, he has watched clients improve their lives as financial planning evolved into a profession, moving ever closer to the clients’ best interest standards he set for himself.

    David finds great joy in seeing clients realize peace of mind and developing other financial planners. Though mostly in a management role at Resource Advisory Services, David still enjoys working one-on-one with clients and sitting in on meetings when his experience and perspectives add meaningful insight. It’s the personal relationships built with clients that bring him the greatest satisfaction. Make no mistake, David cares a great deal for his RAS team, both personally and professionally, always doing his best to improve and provide for the team. As RAS develops and grows with great talent, David takes pride in the future he sees for our team.

    It’s the personal relationships built with clients that
    bring him the greatest satisfaction.

    When he’s not in the office, David loves travel, as a serious amateur photographer. He explores on road trips with his wife and son – and now grandkids – to national parks around the country. It is not unusual for someone to mention a remote town and hear David say, “I’ve been there,” followed by his impressions. Give him a little time and he will share his pictures that qualify as art. He sees and captures things many people walk right by without noticing.

    David Lewis
    David hiking
    David & Christie

    David has a Bachelor of Science in Finance and MBA from University of Tennessee and has sat on a number of non-profit boards of directors, including NAPFA (National and South Region), NAPFA Treasurer, NAPFA Audit Committee, NAPFA Consumer Education Foundation Board of Trustees, WUOT Board (local NPR), Foothills Land Conservancy (President of the Board), Concord United Methodist Church Finance Committee Chair, and Advisor to Holston Conference of the United Methodist Church Foundation.