Paul describes himself as results driven, combining communication with an instinctual sales understanding, seeking to provide the best advice to his clients.
Joined Lido: 2022
Homebase: Hartland, Wisconsin
Professional Focus: Paul leverages experienced insights to provide customized wealth planning and portfolio management. He is passionate about seeking the best possible outcome for his clients. He believes the “defined outcome” approach to investing may help his clients feel secure no matter which way the markets are going.
Education: B.S., Business Administration and Management, Northern Arizona University
Previous Work Highlights: Paul began his career with Strong Investments before joining Fidelity Investments where he worked with some of Fidelity’s wealthiest clients for 12 years. Next, he spent over four years with Fisher Investments supporting high net worth clients to achieve their financial goals.
Personal Facts: Paul lives in Hartland, WI, with his wife, Christine and their five children. He enjoys family time, coaching football for his children and playing golf in his free time.
