2506 Galen Drive
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Financial Planner & Wealth Manager
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, Nate and Nick. He also has one grandson Camden.
Financial and Wealth Advisor
Nathan Lewis (Nate) grew up in Sidney, a small town in east central Illinois. He attended Unity High School where he was a captain on the football and baseball teams.
He went on to attended Kaskaskia College on a baseball scholarship. He then attended Illinois State University where he earned a bachelor’s degree in Economics.
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. He has been with Lewis Wealth Management Group ever since.
Nate enjoys spending time with his wife Ashley and his son Camden. They are expecting their second child in October later this year. He also enjoys golfing, bowling, and slowpitch softball when he gets a chance.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.