Invest in Your Future
About Me
I understand the challenges of a busy schedule and juggling many daily activities. I take my daily responsibilities seriously; between being a father, husband, and financial advisor I find change is sometimes the only constant in my life. Our team is tailored to meet you where you're at, whether it's a quick 20-minute chat over coffee before daycare pickup or a zoom meeting after you leave work.
I left a leadership position in the telecommunications industry after 10 successful years to pursue a career helping clients in my community improve their financial literacy. I accomplish this by understanding the individual or couple in front of me; tailoring a personalized plan to fit their goals and dreams, then following up to ensure the dream becomes a reality.
From my previous career I took away many skills and relationships that stand the test of time. Networking clients with other skilled professionals in the area is just one way I've leveraged my unique skillset. Leading my team to action has translated to leading my clients towards action. When asked what my ideal client type, I can't help but say anyone who is open to change or improving their financial health.
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Waterloo Lemonball Scramble (ALSF)
Each year we get together at Sunnyside Golf Course in Waterloo Iowa for the Lemonball Scramble. Proceeds go towards ALSF which funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Junior Achievement 2024 Rookie of Year
Junior Achievement Our Nation provides practical information about the need for employees who can meet the demands of the 21st century job market, particularly high-growth, high-demand jobs. By program's end, students will understand the skills, especially in science, technology, engineering, and math, that will make their futures brighter. Paul volunteered at Orange Elementary in Waterloo Iowa as part of their JA in a day program in February 2024. Paul also volunteered at Central Middle School and Hoover Middle School in April and May respectively.
Beads of Courage
Making beads of courage, handwritten and hand drawn cards for children coping with serious illness and cancer. Together, our district partnered with the University of Iowa Children's Hospital to provide beads and words of encouragement to patients battling cancer.
Professional
Currently licensed in Arizona, Colorado, Illinois, Iowa, Minnesota and Oregon.
Life / Health Insurance
Series 7 - Finra
SIE - Finra
Series 6 - Finra
Series 63 - Nasaa