Background and experience

For nearly 41 years, Paul Green has served his clients’ financial interests through hard work and a common-sense approach to investing. He draws from his extensive experience throughout various stock and bond market cycles to structure balanced portfolios designed to help clients meet their specific financial objectives.

After graduating with a bachelor’s degree in management and a minor in philosophy from Northern Illinois University, Paul served as a Registered Representative at Investor Diversified Services. He also worked at Merrill Lynch as a Financial Consultant before joining Blunt Ellis & Loewi, a predecessor firm of Wells Fargo Advisors. Paul holds the professional designation of Certified Investment Management Consultant (CIMC) and the Certified Investment Management Analyst® (CIMA®) designation, issued by the Investments & Wealth Institute. CIMA® designees must complete a rigorous academic program taught in conjunction with The Wharton School and maintain their credential through extensive continuing education. In 2020, Paul earned the distinction of Private Wealth Financial Advisor at Wells Fargo Advisors, a title held by advisors who serve high-net-worth individuals, families, foundations, and institutions. The title recognizes Paul’s long-standing practice of leveraging relationships with the firm’s trust, money management, liability management, and estate-planning professionals to help provide strategies for sophisticated client needs. By providing ongoing access to experienced professionals within WFA affiliates, Paul’s goal is to help ensure his clients receive the advice and service they require across their full financial lives.

Away from the office

Paul met his wife, Debbie, in college when they both attended NIU, and they now live together in Rockford, IL. They have two adult daughters who also live in Rockford, for which they feel quite fortunate. Paul is an avid runner, enjoys reading, and loves spending time in Chicago with Debbie. Active in his community, Paul is a past chairman of the board of Rockford Memorial Hospital and is former board member of Mercy Health System. He’s also a director and former president of the Rockford Area Northern Illinois University Business Alumni Association, a board member of the NIU Alumni Association, and a member of the University of Illinois College of Medicine at Rockford Dean's Action Council.

Background and experience

Beth Lewis has worked in the financial services industry for 31 years and understands the importance of putting her clients' needs first. Through her extensive experience and dependable relationships with clients, Beth helps them structure well-balanced portfolios to address their personalized financial goals.

Beth has completed the certified program in financial planning through DePaul University. She maintains Uniform Investment Advisor Series 65 and General Securities Representative Series 7 professional registrations. Beth is licensed in numerous states for life, health, and variable contracts. In 2021, Beth earned the distinction of Private Wealth Financial Consultant at Wells Fargo Advisors - a title held by Financial Consultants who serve high-net-worth individuals, families, foundations, and institutions. Beth believes this title recognizes her tenure and connections within WFA affiliates to provide additional services and investment strategies for sophisticated client needs. Beth's goal is to help ensure her clients receive the advice and service they require throughout their full financial lives.

Away from the office

Born in Philadelphia, Beth currently resides in Poplar Grove, IL with her husband, Ed, who has a passion for flying and has been a flight instructor since 1991. They have one adult son and three wonderful grandchildren that bring joy to their lives. In her free time, Beth enjoys running and biking. She has proudly completed two Chicago marathons. Beth dedicates her time and energy to working with the Center for Sight and Hearing, which helps individuals with vision and hearing loss enhance their quality of life. She formerly served as the chairperson and board member for the center and continues to be involved in its fundraising events.

Amy Wallbank graduated from College of the Ozarks with a bachelor’s degree in business administration and started her career with Wells Fargo Advisors in 1990. She joined the Green-Lewis Investment Consulting team as a Client Associate in 2005. Her vast experience, knowledge, and dedication keep things running smoothly. 

Away from the office, Amy enjoys spending time with her five grandchildren, vacationing in the Missouri Ozarks, and visiting an occasional winery or two.

We are excited to introduce a new member to our team.  Kelsey Knudson has joined the team as a Registered Client Associate and will be assisting us in providing you with the high level of service you have come to expect. Kelsey comes to us with more than 11 years of experience in the financial services industry, having served most recently as a Financial Advisor at JP Morgan. Kelsey received her bachelor’s degree in Natural Sciences from St. Norbert College in De Pere, Wisconsin. We are confident that her skills and knowledge will contribute significantly to the value we provide you.