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As a Personal Financial Strategist and Coach at Next Third Retirement Coaching, Paul thrives on working with individuals and families, helping them utilize their financial resources to improve the client’s lives. Paul brings over 40 years of independent advisor experience, CFP® Professional certification, as well as business and industry understanding to Next Third.
Because of Paul’s extensive background, he understands that true financial planning is based on an individualized approach. He assists and coaches clients in defining their financial life goals by combining financial strategies, behavioral finance approaches, and emotional elements to develop plans that help clients move confidently into the Next Third of their lives.
Since 1994 Paul has consistently been recognized as a leader and top producer by his broker. With the help of partners, many top-notch employees, advisors, vendors, and support players; Paul has been recognized by LPL for a number of years as a top 0.5% advisor as an Executive Council* advisor. Over the past decade, Paul’s primary role was to coach and advise financial planners with dealers how to work with clients. Paul is excited to take his knowledge base directly to the clients.
Paul is a family man and professional business leader. He and his wife Kathy are the proud parents of three adult sons and have one grandson. A native of Appleton and a graduate of UWOshkosh, he and his family are active members in the community. Paul is a master gardener, and enjoys many outdoor activities including downhill skiing, biking, and running. He has completed marathons and an Ironman triathlon and continues to train diligently in these areas. Paul also earned his black belt in karate.
*Achievement is based on annual production among LPL Advisors only.