Paul is a regional vice president and a member of the business development team. He is responsible for introducing prospective clients to RWA Wealth Partners, reviewing their financial planning needs and sharing our investment strategies.
Before joining RWA Wealth Partners, Paul worked at two publicly traded companies in downtown Chicago. At his previous firm, Paul consulted with high-net-worth clients on investment goals, analyzed portfolio performance, evaluated investment risks and monitored asset allocation for long-term needs.
He also developed personalized, strategic plans for clients based on their financial situation. Throughout the planning process, Paul strongly advocates educating and communicating with his client partners to make well-informed decisions together.
Paul graduated from Benedictine University with a B.S. in finance. He also holds a CERTIFIED FINANCIAL PLANNER™ designation.
Outside of work, Paul enjoys spending time with his family and friends, as well as traveling to new destinations. He is an avid golfer and Green Bay Packers fan, and he loves anything outdoors.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
