About Us - Axcess.Investments

We Stay Focused On Market Trends So You Don't Have To

Axcess Investments helps individuals, families, business owners and professionals develop expertly-tailored financial strategies. We provide the experience you need to use investment and insurance products confidently to create, preserve and distribute your wealth.

The Axcess Investments Team

With over 25 years of experience helping families and businesses plan and manage retirement, our team has extensive experience across all aspects of retirement including income planning, tax minimization strategies, social security, medicare, life/disability/long term care insurance, and estate planning. We are here to serve you.

Peter Lewis is a seasoned retirement planning & wealth management career professional, and the founder of Axcess Investments. He holds FINRA Series 7, 63, 66 & 24 securities licenses; and the Life Insurance license. Peter graduated with a degree in Business Finance from Benedictine University in 2005.

Peter Lewis

President

Dr. Bill Bayrd is a business expert, pharmacist, investor and Marine Corps veteran with a proven track record of success. He holds a Doctor of Pharmacy and Bachelor of Science degree, both from the University of Tennessee, as well as a FINRA Series 7 and 66 securities licenses and a Life Insurance license.

Dr. Bill Bayrd

Managing Partner

Andrew Lewis is a Registered Representative with LaSalle St. Securities, LLC, and has passed the FINRA Series 7 General Securities Representative exam and the Series 66 NASAA Uniform Combined State Law Exam. Andrew provides clients with long term financial strategies that meet the needs of business owners, executives and families.

Andrew Lewis

Wealth Advisor

Jill Ragland has over 20 years working as an assistant and office manager in the financial services industry. She has been the anchor of the McHenry, IL office for over 15 years and always greets customers with a smile.

Jill Ragland

Office Manager

Our Vision

To excel in our role as one of the industry’s premier advisory organizations that is known for professional advisors who deliver holistic solutions through a process-driven approach.

Our Strategy

Holistic Approach: Each Financial Advisor is backed by a team of specialists in investments and insurance who bring different points of view to your financial affairs. This holistic approach can help you build a truly diversified portfolio of retirement, wealth management, asset protection and estate planning solutions.

Teams: We are known for our unparalleled commitment to building highly effective advisory teams. Advisors who are part of teams see client situations from multiple perspectives leading to more comprehensive planning and a higher quality client experience.

Culture: We are known for our entrepreneurial culture, a place where advisors come to build their practices by delivering advice and guidance tailored to meet the needs of individuals, families and small businesses.