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Marcia Lewis, CPA/PFS, CFP Director Louisville, KY (Downtown) Phone: 502-584-1101 Fax: 502-584-4960 Email: mlewis@blueandco.com Joined Firm in 2010 Download vCard |
| With the merger of Potter & Company, LLP into Blue & Co. in 2010, Marcia became a Director in Blue's Louisville downtown 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 about 18 years ago, she was with an accounting firm in Chicago, where she had extensive experience in the tax, financial planning and small business service areas. Since joining Potter & Company, LLP in January, 1992, Marcia has continued her work in these areas. She is a member of the Kentucky Society of CPAs and served as the chair of the financial planning section. Marcia currently serves as the president of the Norton Psychiatric Center Council and is on the board of directors of The Healing Place and is past chair of the board and continues to serve on finance committee of The Presbyterian Community Center. | |