Paul Lewis is a Financial Planner and Wealth Manager for Lewis Wealth Management Group and has worked in the financial services business since 1981. He opened his own branch office in Champaign in 1988. He earned his CFP designation in 1989 and his CWS designation in 2009.
Paul focuses on assisting families and businesses simplify their financial affairs and portfolio management. Before entering the business world, Paul served in the United States Marine Corps for 5 years. During his time in the Marine Corps, Paul was decorated with the Defense Meritorious Service Medal and the P.O.W. medal.
Paul received his BS in Economics from the University of Illinois. He is now a life member of the University of Illinois Alumni Association and was a sixteen year member of the Unit 7 School Board of Education. He remains very active in numerous local organizations. When not working, Paul enjoys spending time with his wife Kristi. They have two grown children and he is an avid baseball fan.
Nate has been in the financial services business since 2009. He worked at First Allied Securities from the spring of 2009 to April of 2014. Before that Nate attended Kaskaskia College on a baseball scholarship. He then attended Illinois State University where he earned a bachelor’s degree in Economics.