About

Since Paul joined North Star in 1999, he has implemented creative strategies to help clients efficiently pursue their financial goals. He currently serves as a founding partner and wealth advisor with Waypoint Wealth Group and is based in Woodbury, MN, and St. Paul, MN. Paul pays attention to the details while providing his clients with prompt, personal service. He believes in a proper exit strategy and realizes the impact taxes will have on his clients’ retirement portfolios.

Paul has three demographic areas of focus:

• Business owners
• Strategies for those in or preparing for retirement
• Those seeking efficient tax strategies for wealth transfer

Paul received a Bachelor of Arts degree in marketing and finance from the University of Minnesota, Duluth. He enjoys spending time with his wife Nicole, two sons, and two daughters. His free time is spent on the golf course, fishing, and enjoying the great outdoors.

Services

• Savings analysis
• Tax-minimizing solutions
• Tax-efficient strategies for wealth transfer
• Investment consultation and portfolio management
• College education funding analysis
• Retirement strategies and analysis, including rollovers
• Employee benefit analysis (401(k), deferred compensation, executive bonus, key employee retention)