Paul is a financial advisor with over 15 years of experience and is securities registered in the States of AZ, CO, FL, IL, IN, MI, MN, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, and WI. Paul focuses on the idea that financial planning cannot be just about money, but how each part of your life (family, community, faith, and financial) interconnects.
Paul graduated from the Northern Illinois University with a Bachelor of Science degree, majoring in Finance. After graduating from college, Paul returned to Rockford where he began work as a financial advisor. Paul immediately passed the Series 7, 63, and 65 registration exams along with the exams for Life and Health Insurance. After satisfying the education, examination, years of experience, and ethics requirements, Paul became a Certified Financial Planner™.
Paul and his wife Beth have been married for over 20 years and have two daughters. They are active in the community, serve and volunteer in multiple organizations and are members in their local church. As a family, they enjoy theater, Disney, traveling to different countries and engaging in diverse cultures.