“Working with people to help them achieve their lifelong dreams and financial goals excites me every day. Guiding our clients to make sound financial decisions all while serving as an Executive Leader of the Carson enterprise allows me an unprecedented opportunity to be bifocal – and it’s this perspective that makes my role in our organization so enjoyable and fulfilling.”
Inside the Carson enterprise, Paul is the former Managing Director of Peak Advisor Alliance. This role allowed Paul the ability to help both emerging and established advisors in many areas of their practice. It also led him into the current role he serves by advising clients of Carson Wealth, as well as serving as an Executive Leader for the enterprise.
Before joining Carson Wealth, Paul was both an owner and senior executive at a niche-focused RIA advising clients and spent more than nine years in leadership positions at a large broker/dealer where his responsibilities included branch development, recruiting, retention, technology, consulting and operations.
Paul received his Bachelor’s degree from the University of Nebraska-Lincoln and earned his MBA from the University of Nebraska-Omaha. Paul and his wife, Courtney, have three children, twins Cecilia and Liam, and son, Louie. Paul enjoys golf, traveling, working out and rooting for the Huskers.
Getting to know Paul
Favorite food: Sushi
Best piece of financial advice received: Stay the course
If Paul could meet anyone, past or present, it would be: JFK
Favorite TV show: Breaking Bad
What motivates Paul: Fulfillment
Favorite holiday: Thanksgiving
Something on Paul’s bucket list: To hike Machu Picchu
Place Paul would most like to visit: Bali
Biggest accomplishment: His wonderful family