Paul is a CERTIFIED FINANCIAL PLANNER™ Professional with over 14 years of experience as a Financial Advisor. Paul's areas of experience include: Wealth accumulation and management strategies, Selecting and implementing investment strategies that address client's specific goals. Retirement Planning, Asset Allocation, Business Succession Planning, Divorce Investment issues, Insurance Planning, Estate Planning, Long Term Care Management and Risk Management Strategies.
Paul is focused and disciplined in all aspects of life and work. He oversees the financial plans for our firm, he is diligent and investigative. His previous careers have molded him to be a super star with detail and regulations. Paul has incredible, positive energy. Paul embraces change and technology better than most especially for his generation. If it makes sense to Paul to try something new and he believes it could be a better way, he will give it a try. It's one of the many things we appreciate in Paul.
Paul is a graduate of Marquette University and long time resident of Waukesha County. Paul served in the U.S. Marines in Vietnam in 1968-69, and nine years as commissioned officer in the Wisconsin Army National Guard and Reserves. Paul's first career was in Law Enforcement. He worked as a Special Agent and Supervisor with the U.S. Treasury Department for twenty years. He has an extensive background in forensic accounting and conducting complex financial investigations.
Fun Facts about Paul:
Paul enjoys his Harley and rides for various charitable causes all throughout the summer. If ever there is a question on motorcycle safety or gun safety - Paul is our go to resource.
Paul proclaims himself to be "an old pain in the arse" but really he is quite the opposite. You can always count on Paul to do the right thing, to help with tight deadlines and most importantly to diligently oversee financial plans.
His favorite quote:
"If you fail to plan you are planning to fail." Benjamin Franklin