Paul entered the financial services industry in 2005. He affiliated with Lincoln Financial Advisors after transitioning from a successful 15-year career in the utility construction industry, where Paul was part of family owned, and family run businesses. It is Paul’s mission to leverage his experience and skills to help others secure their families, protect what they are working so hard for, and grow & transition their business interests. Having earned both the CEPA® and CBEC® designations, Paul works within proven processes to help business owners understand their exit options, whether they desire to transition their business to family, management, a competitor or a financial buyer. He does this with passion, integrity, and empathy. Paul affords his clients the opportunity to make educated and informed decisions toward reaching their objectives and be confident that their financial planning is and remains relevant and sustainable.
Paul has consistently demonstrated an ability to uncover coordination gaps and missed financial planning opportunities. He has the commitment and expertise necessary to translate these ‘gaps’ and ‘opportunities’ into immediate, actionable steps. Results of his firm’s time-tested financial planning process driven by his client’s financial and non-financial objectives is simply greater client understanding and an increased sense of security. Paul helps his clients take action with confidence while keeping the financial planning process manageable.
He puts a premium on all of his relationships and believes that a successful engagement can only be realized through a shared vision. Having worked on hundreds of cases, his breadth and depth of the steps required enables him to explore multiple design scenarios before presenting the appropriate client-tailored options – no cookie cutter solutions!
As an active member of the financial, business and estate planning community, Paul stays on the cutting edge of industry changes and innovations by holding a number of designations, certifications and affiliations.
Paul is an alumnus of Saint Norbert College where he earned a bachelor’s degree in business. Paul was born and raised in Appleton, WI. He and his wife Kate live in Appleton with their four children. They enjoy spending time together outdoors and are avid skiers, boarders and wake surfers. Their family is also very active in their community, church, and local nonprofits.