Meet Paul

Paul knows the best clients are those that are comfortable in the knowledge that their investment strategy matches their personal goals and was created by a knowledgeable financial advisor. 

Financial planning is a highly specialized business, which is why Paul engages the best team of industry-specific leaders to manage highly specialized stock, bond, and sector portfolios, create estate planning strategies, optimize your insurance needs, and provide specialized investment planning advice. Helping people pursue bucket list like dreams is a key part of Paul's focus and personal satisfaction.

Paul grew up in La Crosse, where his parents taught him the wisdom of treating individuals with respect, and Paul, the consummate listener, embraced that advice as part of his business philosophy.  His mother's desire to serve others is legendary locally.  Paul serves clients with a network of industry experts that provide the best answers to sector-specific financial challenges.

Paul has successfully attained the Chartered Retirement Planning CounselorSM (CRPC®) certification from the College of Financial Planning in Denver, Colorado. The CRPC® curriculum emphasizes the importance of understanding each client's individual financial situation, and then analyzing his or her needs and identifying investment opportunities that will best meet those individual needs. This certification is awarded to those students after they successfully complete the course, pass a proctored final examination, and sign a code of ethics commitment and declaration form. This code of ethics is very important to Paul, his team, and the clients they serve. Putting clients' best interests first is paramount to Paul's practice. 

Along with his CRPC® certification, Paul holds his series 7, 66, Life, Health, and Variable Insurance licenses. He earned a bachelor's degree from University of Wisconsin-La Crosse and a master's degree from the University of South Carolina. Paul and his wife, Cindy, have three grown children and live in Onalaska.  Active in the community, he currently is serving on the Bethany St. Joseph board of directors and is a past board member of the Mississippi Valley Conservancy, YMCA, and Boy Scouts of America.

Licenses:

Series 7:  General Securities Representative

Series 66:  Uniform Combined State Law

Life, Health, and Variable (including long-term and annuities) insurance

 


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