About Blue [ Meet the Management ]

 



Marcia Lewis, CPA/PFS, CFP®
Director Emeritus
Louisville, KY
Phone: 502-584-1101
Fax: 502-584-4960
Email: mlewis@blueandco.com
Joined Firm in 2010

 

With the merger of Potter & Company, LLP into Blue & Co. in 2010, Marcia became a Director in Blue's Louisville, KY office. Marcia Lewis is a graduate of the University of Illinois - Chicago. She is a Certified Public Accountant, a Personal Financial Specialist and a Certified Financial Planner®. Before moving to Louisville in 1991, she was with an accounting firm in Chicago, where she had extensive experience in the tax, financial planning and small business service areas. She joined Potter & Company, LLP in January, 1992 and continued her work in these areas. She is a member of the Kentucky Society of CPAs and has served as the chair of their financial planning section. Marcia has served on the board of directors of The Healing Place, as the president of the Norton Psychiatric Center Council and board member and finance committee member of The Presbyterian Community Center.