Paul is a financial advisor with over 15 years of experience and is securities registered in the States of AZ, CO, FL, IL, IN, MI, MN, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, and WI. Paul focuses on the idea that financial planning cannot be just about money, but how each part of your life (family, community, faith, and financial) interconnects.
Paul graduated from the Northern Illinois University with a Bachelor of Science degree, majoring in Finance. After graduating from college, Paul returned to Rockford where he began work as a financial advisor. Paul immediately passed the Series 7, 63, and 65 registration exams (currently held with LPL Financial) along with the exams for Life and Health Insurance. After satisfying the education, examination, years of experience, and ethics requirements, Paul became a Certified Financial Planner™.
Paul is licensed with LPL Financial. Paul is also a Certified Financial Planner™ and satisfies the annual continuing education requirements to maintain that certification.
Paul is active in the community and church and currently serves on the board of First Love International Ministries. Paul’s wife, Elizabeth, currently educates their two daughters Aly and Emily. As a family, they enjoy engaging and experiencing different countries and cultures as part of their education.