Each year since 2012, Paul earned the distinction of being named a “5 Star Wealth Manager*” by Chicago Magazine, a designation awarded to the top 3% of financial professionals in Chicagoland. In addition, he has been recognized in Forbes Magazine’s Wealth Managers Black Book since 2016. Since 2002, Paul has been a Court of the Table Member of the Million Dollar Round Table, an organization recognizing top producers and leaders in the financial services industry.

Paul serves on the board of Erie Neighborhood House. His commitment to giving back to the community also includes supporting the Ronald McDonald House Charities, Norwegian American Hospital and the Teen Living Program in Chicago.

Paul received his bachelor’s degree from the University of Alabama, holds a Certified Funds Specialist designation from the Institute of Business and Finance and holds the designation of Accredited Investment Fiduciary. He is a Investment Advisor Representative and member of the National Association of Insurance and Financial Advisors.

With more than $750 million in assets under advisement, the firm owes its remarkable retention rate to exceptional service, innovative thinking, and proactive communication.

Paul resides in Chicago’s Lincoln Park neighborhood with his wife Jeanine and their two daughters.

“Using a personalized approach, my intention is to educate, organize and empower my clients to make informed decisions based on their vision for the future”

*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.