Client Portal
At Blank Slate Financial, we believe your financial journey should be built around your goals, values, and vision for the future.
We are a dedicated group of advisors committed to helping our clients build clarity, confidence, and long-term financial strength. Whether you are growing wealth, preparing for retirement, managing a business, or navigating a life transition, we provide guidance and highly personalized strategies designed specifically for you.
This isn’t cookie-cutter planning. This is your blank slate.
Meet the Team
Check the background of this investment firm on FINRA’s BrokerCheck.
Kile Lewis, CRPC®
Founder
Kile Lewis, founder of Blank Slate Financial, where he helps individuals and families pursue their long-term financial goals with clarity and confidence.
Jeremiah Thompson
Vice President
Hometown: Gaithersburg, MD
Jeremiah has previously worked for Ameriprise Financial. For his final two years at Ameriprise, he led his office in production, client acquisition and financial planning. After graduating from James Madison University in Virginia, Jeremiah spent several years building two organizations that had groups touring up and down the east coast. Those unique experiences gave him great insight into what it takes to actually run, market, and grow an organization.
Steven B. Goldstein, CFP®, CRPC®, RICP®
Vice President
Hometown: New York, NY
I am originally from New York City – born and raised in the Bronx. I went to college and graduate school in upstate NY, returned to NYC, got married, and moved to the suburbs. After a short stint in publishing, I held various corporate financial planning and analysis staff and management positions over several years with a Fortune 500 telecommunications company.
Samuel Yarian
Vice President
With nearly a decade of experience in the financial services industry, I have been helping individuals and families build confidence in their financial futures since 2016. I earned my degree in Business and Economics from Skidmore College, where I developed a strong foundation in financial strategy, economic principles, and client-focused planning.
Drew Pond
Wealth Plan Design Specialist
Hometown: Alpharetta, GA
Born in New York City, Drew relocated to Atlanta in 1995 and, after 20 years in Georgia, considers the “Empire State of the South” home. Alumnus of Oglethorpe University, he went back to complete their Certified Financial Planner program and passed the CFP® Certification Exam in November 2015. Drew still plays piano and enjoys hearing talented artists perform around the city. He lives in Midtown.
Lily Earles
Operations Coordinator
Hometown: Roswell, GA
Lily’s journey began in South Vietnam and continued in sunny Clearwater, Florida, shaping her deep appreciation for community, connection, and hard work. Today, she’s proud to call Roswell, Georgia home. With a natural heart for helping others, Lily finds fulfillment in building meaningful relationships and making a positive impact in the lives of those around her—something that carries into everything she does.
Michelle Ventura
Client Service Coordinator
Hometown: Dewsbury, England
Michelle was born and raised in England (and still has the accent!). She moved to Texas in 2003 and became a U.S. citizen in 2015. Michelle relocated to Chattanooga in 2016 and has one daughter, who is currently in college studying Advanced Medical Care and also works part-time.
Mary Kennon Lewis
Client Service Coordinator
Originally from West Alabama, Mary Kennon has a Bachelor’s degree in Psychology and an Associate degree in French Classical Cooking. Her three main loves are her family, entertaining friends, and gardening. Mary Kennon is married to her husband, Kile, and they are the proud parents of two sons and a goldendoodle.
Tara Crawford
Financial Services Assistant
As a Financial Services Assistant with more than a decade of industry experience, beginning in 2013, I support advisors and clients by creating organized, seamless service experiences and ensuring every interaction is handled with care, accuracy, and professionalism. I am passionate about building strong relationships and take pride in helping the financial planning process run smoothly behind the scenes so clients feel confident, supported, and well cared for.