Financial Advice that Makes the Complex Simple.

About Paul

Paul has over 20 years of experience in wealth management services. Having built countless relationships with individuals and families all over the country, Paul holds the leadership role as Managing Partner.

Paul works closely with clients to develop an in-depth understanding of individual and family wealth management needs and works with a team of specialists to provide tailored solutions for investment management, wealth transition, trust services, lending and pro-active tax strategies.  Paul works with the following types of clients: business owners, foundations, public company executives, and multi-generational families.

Paul holds both the CFP® and CAP® designations. His clients utilize his services because of his team’s ability to communicate complex matters in simple language along with creating mutual accountability to achieve confident financial decisions.

Paul enjoys spending time with charities and foundations. He currently is a Board Member for the Dreamweaver Foundation and actively involved in the Finance Board at his church.

Prior to joining Carson in 2012, Paul was an owner at a niche-focused RIA advising clients and nine years in a leadership role at a large broker/dealer. Inside the Carson enterprise, Paul is the former Managing Director of Carson Coaching. This role allowed Paul the ability to help both emerging and established advisors in many areas of their practice. Paul is also an Executive Leader for the Carson enterprise.

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, hiking and rooting for the Huskers.

Read Paul’s latest blog post here

 

Paul is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

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