Meet the team

The People Behind Your Portfolio

When you work with Optimus Advisory Group, you work directly with the advisors managing your money — not a call center, not a junior associate. Just experienced professionals who genuinely care about your financial future.

Paul Hewitt, President & Financial Advisor
Southern California

Southern California

Paul Hewitt

President & Financial Advisor

Paul began his career as a financial advisor in 1994 and founded Optimus Advisory Group with a conviction that individual investors deserve the same sophisticated, risk-managed strategies that institutions rely on. Over 30 years, he has guided clients through every major market cycle — including the dot-com bust, the 2008 financial crisis, and the 2020 pandemic volatility.

Our primary focus is Retirement Risk Management — helping clients navigate the major "money-in-motion" lifecycle events that define critical financial transitions: 401(k) and pension rollovers, inheritances and estate settlements, business or real estate sales. We work to turn complex lump-sum events into reliable, tax-smart, long-term retirement income strategies.

"Our job isn't just to grow your money — it's to help you sleep at night knowing it's being looked after."

  • 30 years of financial advisory experience, since 1994
  • Specializes in retirement risk management and money-in-motion transitions
  • Expertise in 401(k) & pension rollovers, inheritances, and business sales
  • Direct access — you work with Paul, not a junior associate
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Steve K. Rumsey, Chief Investment Officer & Financial Advisor
Middle Tennessee

Middle Tennessee

Steve K. Rumsey

Chief Investment Officer & Financial Advisor

Steve entered the financial advisory profession in 1994 and serves as Chief Investment Officer at Optimus Advisory Group, overseeing the firm's investment strategies and portfolio management process. His disciplined, data-driven approach to markets has been a cornerstone of the firm's risk-managed philosophy since its founding.

Our primary focus is Retirement Risk Management — helping clients navigate the major "money-in-motion" lifecycle events that define critical financial transitions: 401(k) and pension rollovers, inheritances and estate settlements, business or real estate sales. Whether a client is approaching retirement or managing a significant life transition, we work to turn complex lump-sum events into reliable, tax-smart, long-term retirement income strategies.

"The best investment strategy is one you can stick with through both good markets and bad. That's what we build for every client."

  • 30 years of financial advisory experience, since 1994
  • Specializes in retirement risk management and money-in-motion transitions
  • Expertise in 401(k) & pension rollovers, inheritances, and business sales
  • Serves clients across Middle Tennessee, the greater Nashville area, and nationwide
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We'd Love to Meet You

Whether you're just starting to explore your options or ready to make a change, we're here for a straightforward conversation.

Reach Out to Our Team