Our team
Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our advisor's and staff professional experience, then when we meet you can get to know us.
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Paul E. Lewis, CFP
Investment Advisor
Paul Lewis has worked in the financial services industry since 1981. His broker dealer is First Allied Securities, Inc., and he has an office in Urbana, Illinois. Paul believes in developing lasting relationships on trust and mutual respect. "It takes time to build such relationships," Paul says. "That's why my whole approach is long-term." "First, I meet with clients and find out their financial goals. Next, we make a plan using investments in keeping with those goals and with the clients' tolerance for risk. Finally, we implement that plan, investing consistently at comfortable levels." Paul studied economics at the University of Illinois and received his BS. He is a member of the Lions Club, Unit 7 School Board, and the V.F.W. Paul and his wife Kristi have two children. They have lived in the Sidney area since 1982.
