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, credit and pro-active tax strategies.  Paul works with the following types of clients: business owners, foundations, public company executives, and multi-generational families.

Paul was listed on Barron’s Top 100 Independent Wealth Advisors in 2018-2020, including the #1 Ranked Advisor in NE on the list. He also received a 2019 Thrive Award from WealthManagement.com.

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.

Forbes ranking is based on quality of practice, telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations and quantitative criteria. Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. InvestmentNews Icons and Innovators award recipients were selected based on the broad definition of, those who have conceived new ideas and tools that have propelled the industry forward. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

The Wealth Management Thrive award is based on the following criteria: Advisors can only be based in the U.S., offer financial services to individual clients, obtained three solid years of growth, and be free of any regulatory actions. This recognition should not be construed as an endorsement of the advisor by any client.

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