Wendy O. Lewis CRPC®, CPFA®

Director of Qualified Plan Administration

Wendy joined Physician Wealth Advisors in 2004 as an Account Manager and 401k Specialist. She currently serves as Director of Qualified Plan Administration. Prior to Physician Wealth Advisors, she worked as a trader for Fidelity Investments for 18 years, where she held Series 7, 6 and 63 licenses.


  • Chartered Retirement Planning Counselor®
  • Certified Plan Fiduciary Advisor
  • FINRA Series 65 Securities License


  • University of Utah, B.S.