Paul is a graduate of the University of Wisconsin-Milwaukee, where he earned his bachelor’s degree from the Lubar School of Business, double majoring in Finance and Economics.
He began his career as a Financial Consultant and Branch Manager at TD Ameritrade (formerly Scottrade) before moving into a supervisory officer role at Financial Solutions Group. In 2019, Paul returned to client-facing work as a Financial Planner and later became one of the founding members of Meridian.
Over the years, Paul has built a successful practice specializing in dual-income households, business owners, and the special needs community. He provides objective and customized insurance and investment strategies to help meet the needs of his clients. With the client’s best interests always at the forefront, Paul is a strong advocate for those he serves.
Paul’s commitment has been recognized through numerous professional honors. While at Scottrade, he earned both Top 100* and Presidents Club* distinctions. Since joining MassMutual, he has been a Rising Leader (2019–2022)**, Leaders Qualifier (2019, 2021), and WestPoint Rookie of the Year (2019)***. He has also served on the MassMutual Advisory Council (Advisor Experience and Wealth Management) in 2022 and 2023****. In 2022, Paul was honored as a Five Star Professional Award Winner***** and in both 2024 and 2025, he was named a Society 1851 Diamond Member******.
Beyond his professional work, Paul is deeply committed to his community. He is a member of the University of Wisconsin-Milwaukee Alumni Association and serves as a board member of the Lakeshore Child Advocacy Center. Along with his wife, Jessica, he has been a long-time volunteer for the Wisconsin Humane Society and an advocate for the American Foundation for Suicide Prevention. Paul, Jessica, their daughters Evelyn and Eloise, and their dogs Maribel and Patrick live in Mequon, where they enjoy traveling and discovering new activities together as a family.
* The Scottrade Top 100 and Presidents Club awards are internal recognition programs from Scottrade, awarded based on sales performance. These are not indicative of future results.
** The MassMutual Rising Leaders recognition is an internal award for advisors within their first four career years and is based on prior calendar year production. It is not indicative of future results.
*** The MassMutual Leaders recognition and WestPoint Rookie of the Year are internal awards based on prior calendar year production. They are not indicative of future results.
**** The MassMutual Advisory Council is an internal, appointment-only committee where advisors provide input on various areas of the company. Appointment is not indicative of future results.
***** The Five Star Wealth Manager Award is administered by Five Star Professional. Candidates are evaluated against 10 objective criteria. Wealth managers do not pay a fee to be considered or placed on the final list. The award is not indicative of future performance. For more information, visit www.fivestarprofessional.com.
****** Society 1851 is an internal MassMutual recognition club based on prior calendar year production. It is not indicative of future results.
