Located in the Stillwater Office
Paul’s loyal client base is built mainly on referrals and word of mouth, a true testament to his sincerity, ability, and excellent customer service. Paul manages a client-focused practice and specializes in developing customized plans for each client. He also enjoys helping clients pursue their monthly and annual income needs. Paul offers research and analytical skills, effectively identifying products that match his clients’ unique needs.
As a Sr. Financial Consultant, Paul holds the series 7, 63, and 66 registrations with LPL Financial. He is registered as a General Securities Representative and as an Investment Advisor Representative (IAR) with LPL Financial. Paul earned his Bachelor’s degree in Biology and his Masters degree in Finance from the University of Minnesota.
Paul feels it is a privilege to be able to work with and to advise his clients. Paul welcomes investment-oriented questions at any time, whether they are from his clients or from the general public. He is also more than happy to offer a second opinion on anyone’s existing portfolio.
Paul and his wife, Camille, reside in Stillwater, Minnesota with their three children.