Jeffrey D. Lewis, CTFA
Jeffrey D. Lewis, CTFA
With over 20 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.
Throughout my career, I have held a variety of trust leadership roles that 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.