Jeffrey D. Lewis, CTFA
Jeffrey D. Lewis, CTFA
With 19 years of experience in trust and fiduciary services, I am honored to serve as Capitol Federal’s Director of Trust, where I oversee all aspects of fiduciary administration for individuals and families. I hold the Certified Trust and Fiduciary Advisor (CTFA) designation which guides my strategic approach to leadership, client service and long-term planning.
Over nearly two decades, I’ve held multiple leadership roles within the Trust departments at both Commerce Bank and UMB. These experiences have allowed me to lead through change, build high-performing teams and develop thoughtful strategies to meet the complex and evolving needs of clients.
I am passionate about building trusted relationships and believe that real value comes from exploring opportunities clients may not have yet considered. I take pride in helping clients make informed, forward-looking decisions that align with their personal values and long-term goals.
My vision for our team is to be the go-to advisors for our clients, equipped to guide them through life’s most significant transitions, whether that involves estate planning, wealth transfer or legacy conversations. I lead with a focus on insight, innovation and the belief that strong relationships are at the core of successful outcomes.
Outside of work, I’m a proud dad of two sons and a daughter. I enjoy all varieties of outdoor activities, but I particularly love rock and ice climbing. I’m especially grateful to have a supportive fiancé who shares in my passion of being active, cooking and traveling.
I look forward to being your resource and partner in your financial journey.