Originally from Bismarck, ND, Paul is a founding partner of the firm and a Chartered Financial Consultant® (ChFC®) who is passionate about helping clients bring clarity and confidence to their financial lives. Known for his approachable style and expertise, Paul works closely with individuals and families to create thoughtful, personalized strategies that support their goals — whether that’s preparing for retirement, creating and executing a strong financial plan, or navigating major life changes.
With a calm, analytical mindset and a genuine desire to help, Paul brings both structure and simplicity to complex financial questions. He especially enjoys building long-term relationships with clients and guiding them through decisions that align with their values and vision for the future.
Paul lives in Berthoud with his wife, Amy, and loves spending time with their three adult children, Taylor, Haley, and Jack. Outside of work, he enjoys golfing, visiting new countries, drinking craft beer, and watching sports, especially the PGA and cheering on his Minnesota Vikings.
