Our Team
Carl Lewis
CEO of Lewis Tax & Financial Group
“We must educate our clients through honesty and transparency in order for them to make the best choices for their future – that’s the first step.”
As the owner and founder of Lewis Tax and financial group, Carl Lewis has accumulated vast experience and knowledge by working with retirees and pre-retirees for nearly 30 years. Helping thousands of people by securing his clients with a risk-free retirement plan. He has consistently been in the top 1% of his industry winning numerous awards and recognitions throughout his career. He gains tremendous satisfaction assisting and educating his clients helping them preserve their hard-earned savings for a worry-free retirement plan. His top priority is understanding his clients’ goals and objectives to help them create a safe and clear retirement plan that is best suited for them. He was born and raised in Tallahassee, Florida and is a graduate from the University of South Florida majoring in Business Management and Finance. He enjoys spending his free time in nature by hunting, fishing, and going on camping trips and running and biking and much more.
Brittany Lewis
Investment Advisor Representative
Brittany Lewis was born and raised in Lakeland, Florida and is a University of South Florida Graduate earning her degree in Public Relations and Advertising. Licensed Florida Agent in Health and Life, Including Annuities and Variable Contracts and is licensed as a Federal Retirement Consultant. She is passionate about helping our clients by providing them with a peace of mind by securing their financial success for a stress free and risk-free retirement plan. In her spare time, she enjoys taking walks and learning new recipes to cook for her friends and family. She loves reading and writing and all things to do with creativity and expression.
Kennedy Lewis
Agent/Producer
Specializes in Asset savings and Investment preservation and accumulation
As a Producer, Kennedy prioritizes getting to know her clients, knowing their objectives and goals for their future is crucial, to construct the best financial plan for them. She aspired to be an advisor because she wanted to help people financially, and to provid her clients with a sense of security and safety. She was born and raised in Lakeland Florida and is a graduate from the Barney Barnet School of Business at Florida southern college. She is a Licensed Florida Agent in Health and Life, Including Annuities and Variable Contracts. In here free time Kennedy loves to run and staying active, she also enjoys painting and drawing, and above all spending time with family and friends is very important to her.
Ray Scott
Tax consultant
Ray has worked with Lewis Tax and Financial Group for the past ten years as a Tax Consultant, he specializes in Personal Taxes, Business Taxes and Trust Tax. He graduated with a degree in Finance from The Ohio State University and Regent University with a Master of Business Administration.
Ray retired from the corporate world in 2012 with over thirty years’ experience as a healthcare executive leader and chief information officer for a variety of healthcare providers including multi-facility hospital systems, academic medical centers as well as healthcare supporting businesses. He is a veteran of the United States Airforce and hold affiliations with the College of Healthcare Information Management Executives (CHIME), Health Information and Management System Society (HIMSS) and Healthcare Financial Management Association (HFMA).
Richard Bowen
Medicare consultant
Navy veteran, Richard Bowen was born and raised in Baltimore but has been a Florida resident for 22 years now. He represents 12 different companies, aiding in individuals’ assistance for their Medicare needs whether it’s a Medicare Advantage plan, supplemental plans, or Medicaid he works with our clients one on one understanding what is best suitable for them. What drives his passion today was seeing first-hand what his grandparents had to go through with their struggle financially for having an unsuited Medicare plan, and he never wants to see that happen to anyone else again and understands the importance of knowing our clients’ goals and objectives. In his free time Richard enjoys taking dance classes with his wife and spending time with his ten-year old granddaughter.
Reggie Osenton
Elder Law Attorney
Reginald (Reggie) Osenton is an attorney with 29 years of experience in a wide range of legal matters. Born and raised in West Virginia, Reggie graduated from West Virginia University in 1986 with a Bachelor of Science degree in accounting, and in 1989 with his juris doctor degree from George Washington University, a Top 20 law school. At Lewis Tax & Financial Group Reggie assists our clients with living wills and living trust and assists clients’ beneficiaries as needed while settling their estates and any other legal matters needed from our clients. After graduating from law school, Reggie served as a senior tax consultant in the Washington, D.C., and Charleston, West Virginia, offices of Ernst & Young, the “Big Five” accounting firm. He then served as an assistant prosecuting attorney for Logan County, West Virginia, and then as the managing partner of Osenton & Adkins, LLP. Upon relocating to Florida, Reggie served as a member of the Tampa firm Wetherington, Hamilton, Harrison & Fair, P.A., then as the head of the Business Department of Pilka & Associates, P.A., of Brandon, before establishing Osenton Law Offices, P.A., in 2008. He is a member of the Florida Municipal Attorneys’ Association, as well as the city, County and Local Government Section and the Environmental and Land Use Section of the Florida Bar. He also holds a Florida life and health insurance sales (2-15) license. Reggie’s hobbies include scuba diving, skiing, golfing badly, and flying (a licensed pilot), as well as attending Tampa Bay Lightning games as a season ticket holder. Perhaps an unusual trait for an attorney, he is an avid follower of NASCAR who attends several races annually. Reggie resides in Valrico, Florida and has two children, his son, Ben, and his daughter, Lauren.
Paulette Scott
Office Administrator
Being the office administrator. Paulette Scott has the privilege of working with and overseeing client related activities within the business. She is from Scranton Pennsylvania and attended Franciscan University in Steubenville Ohio. Since then, she has been a Florida resident for 22 years and has been working at Lewis Tax & Financial Group for 19 years. She enjoys giving our clients personal experiences by really getting to know them and does her best to make their experience at Lewis tax a one of a kind. In her free time, she enjoys taking her dogs for walks and reading mystery novels and most of all spending time with her family.