Carter Lewis


Carter provides ongoing client reviews and case designs for retirement. Mr. Lewis prides himself with due diligence and with the perspective needed to help our clients make smart decisions and free them from “money worries” so they can turn their attention to the things they truly enjoy doing.

Carter’s experience allows him to adhere to a disciplined process that delivers a consistent, yet customized wealth management experience. Before any financial decisions are made, he takes the time to fully understand who his clients are and what matters most to them as individuals and business professionals.

Mr. Lewis obtained his Bachelor of Business Administration from Northwood University, Midland, Michigan

Carter and his wife, Nicole , have two sons and two daughters. The children keep the family extremely busy with lots of activities. Carter enjoys spending time together and making great family memories.

Email Address:

Phone: (228) 388-2031

Roberts Wealth Management Team

Paul Roberts III

President / Owner

Heisi Roberts


Derek Inkol

Chief Operation Officer / Client Liaison

Carter Lewis

Advisor / Income Planning Specialist

Heidi Ardis

Advisor / Director of Operations

Tiffany Werner

Front Office Administrator

To schedule a time to discuss your financial future, contact us at or call us at 228-388-2031 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.
Investment Advisory Services offered through Foundations Investment Advisors. Insurance and annuity products are sold separately through Paul E Roberts, III.

The information provided is basic and general in nature. No specific product or companies are being solicited. This information is for informational and educational purposes only. Please understand that laws and regulations are subject to local variations and may have different interpretations. Therefore, should legal and/or accounting advice be required, it is recommended that you seek the advice of a qualified and licensed professional in your state of residence.

Phone (228) 388-2031

"Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser."