Financial Advice that Makes the Complex Simple.

About Paul

Having built countless relationships with individuals and families all over the country, Paul holds the leadership role as Managing Partner of Carson Wealth.

“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 Carson Coaching. 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.

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:


Best piece of financial advice received:

Stay the course

If Paul could meet anyone, past or present, it would be:


Favorite TV show:

Breaking Bad

What motivates Paul:


Favorite holiday:


Something on Paul’s bucket list:

To hike Machu Picchu

Place Paul would most like to visit:


Biggest accomplishment:

His wonderful family