Xavier Lewis knows a thing or two about strategy—whether it’s crafting a winning financial plan for his clients or throwing strikes during his college baseball days. Armed with dual degrees in Finance and Management, he started his career in banking before spending nine years as a Wealth Planner at Trilogy Financial. Now at LotusGroup Advisors, he’s all about providing financial clarity, investing wisely, and making sure his clients’ money is working as hard as they do—because we all know tax efficiency is the real MVP.
When he’s not building financial game plans, Xavier is busy making an impact in the business community. He serves on the Executive Board of Directors for the Cherry Creek Chamber of Commerce, where he previously led the Young Professionals Board (2020-2023). He also lends his expertise to the NextGen planning committee for the Colorado Financial Planners Association.
A true Colorado native, Xavier is a die-hard local sports fan and an avid golfer. Off the course, he loves traveling and discovering great food and wine with his wife, Alex. Whether he’s fine-tuning investment strategies or perfecting his short game, Xavier is always focused on helping people win—both financially and in life.