Chelsea Lewis is one of Pathlight Advisers’ agents based out of Roanoke, Virginia. With over 18 years in the health industry, she has witnessed both the strides and setbacks people have experienced financially when dealing with medical bills and long-term care. She decided to become an insurance agent specifically because she wanted to help people in any way she could, especially when it came to understanding the differences in health insurance policies. She works hard to advise and help people get the proper policies based on their situations.
Chelsea Lewis
Insurance Agent
Previously, Chelsea left the brokerage she had been with for three years to start her own agency, named after her grandma Elsie. Chelsea explains that her grandma’s favorite saying, “We are all family,” is incorporated into everything she does. She makes sure that whatever she does for any of her clients, she would do for her own family.
With the help of Raymond Robinson and Mark Jennings, Chelsea was able to become licensed to handle annuity products and grow her capability to help clients. “I always knew that there might be a benefit for some people in having an annuity as part of their retirement income plan, versus just withdrawing money from a 401(k), but now I am able to understand why, and furthermore, help my clients understand the ramifications.”
Most clients are extremely worried about outliving their money, and Chelsea makes sure to listen to and understand their needs. “The reward is when you see a client sit back, smile, and feel relieved, knowing that their money is no longer subject to market risk during market downturns.”
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Our Clients
Navigation for Clients from All Backgrounds
While we have specialized experience working with select demographics, we are primarily driven by people just like ourselves: those with goals and dreams. We’re here to connect you to those goals and dreams with unique solutions that work to suit your individual needs. Your benefits and programs may also differ from others, which is why we aim to understand your background prior to acting, then we lay out exactly how we expect our custom approach to help you. Here are just some of the groups we serve at Pathlight Advisers.
”May the Light Always Shine Brightly on Your Path
— Native American Expression
Building Comprehensive Insurance Plans
Our services are geared toward you and your needs, and our independence gives us the freedom to find solutions that work on your behalf, not on behalf of major carriers. We also look for options that protect you against all the major risks of retirement or of owning a business. That can include longevity risk, market risk, sequence of returns risk, taxes, long-term care and more. Using your unique circumstances, we assess your needs and address them in a way that we believe matches your goals and gives you confidence in your future.
