Lewis Wealth Management Group

Owner / Financial and Wealth Advisor

Iron Bull Tax Pros

Co-Founder

Research Financial Strategies

Assisting families and businesses with their financial affairs and portfolio management.

Financial and Wealth Advisor

Lewis Wealth Mangagement Group

Owner and Financial Advisor

First Allied Securities

Financial Consultant

U.S. Department of State

With over 30 years of experience as a business owner and financial advisor, I have a passion for helping people achieve their financial goals and enjoy their retirement. I specialize in providing tax-smart investment strategies and advice to busy professionals, families, and businesses who value personalized service and trust.

As the owner and financial and wealth advisor at Lewis Wealth Management Group, I partner with my clients to create customized financial plans that suit their unique needs and objectives. I also leverage my expertise as a co-founder of Iron Bull Tax Pros, a tax preparation and consulting firm, to help my clients optimize their tax situation and minimize their liabilities. As a USMC veteran and a father and grandfather, I understand the importance of protecting and growing your wealth for yourself and your loved ones.

Paul Lewis, CFP®,CWS®

Electro Magnetic Applications, Inc.

EMA3D is a leading developer of technologies for engineering simulation specializing in applied electromagnetics. In this domain, EMA3D provides software, services & measurements to promote the design, certification, and performance of our customers’ products. With 45+ years in business we remain one of the pioneers in using simulation to solve challenging electromagnetic problems on complex platforms.

Senior Account Manager

Account Manager

Champaign County Chamber of Commerce

Responsible for: coaching 150+ entrepreneurs, managed all educational offerings, juggled multiple concurrent projects to drive revenue and cemented relationships.

Business Growth and Development Director

Vending Concepts

Oversaw: Sales, Operations, and P&L Responsibility

Founder and President

Quick Package Pickup

Managed:  Sales/Marketing, P&L Accountability, Purchasing, HR, Operations, Facilities

Founder and Chief Executive Officer

Dimond Bros Insurance Agency, Inc.

Account Executive

Identified, qualified, contacted and set appointments with prospects.

Sales Development Representative

Caterpillar Inc.

Implemented plantwide Manufacturing Alert (ANDON) System
Audited various systems, reported findings & made recommendations

Project Manager Assistant

Coordinated courses: analytics, instructors, participants, materials, and scheduling.

Human Resources Training Assistant 

Dental Concepts

Fabricated all stages of removable appliances (dentures and partials).  
Managed order/manufacturing flow, inventory, shipping, aided in customer service and billing.

Assistant Lab Manager and Dental Technician

American Red Cross

Managed volunteer on boarding and assignments.
Responsibilities: local marketing, public relations, fundraising, direct mailings, special events and donor relations.

taplio

The Battle

Paul Lewis, CFP®,CWS®

Matt Bradley

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