Since Paul joined the firm in 1999, he has implemented creative strategies to help clients efficiently pursue their financial goals. He currently serves as a Senior Partner, Financial Advisor. 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:
- Families with young children
- Strategies for those in or preparing for retirement
- Business owners
Services:
- Debt Management and Budgeting
- Savings Analysis
- Explaining the Importance of Wills, Trusts, and Estate Plans*
- Tax Minimizing Solutions*
- Health Insurance Plans and Strategies*
- Life/Disability Insurance Coverage Selection & Implementation
- Investment Consultation and Portfolio Management
- College Education Funding Analysis
- Retirement Strategies and Analysis, including Rollovers
- Employee Benefit Analysis (401k, Deferred Compensation, Executive Bonus, Key Employee Retention)*
Paul received a Bachelor of Arts degree in Marketing and Finance from the University of Minnesota, Duluth. He is a member of the Fairways Foundation and St. Paul Early Childhood Family Education. Paul enjoys spending time with his wife Nicole; two sons, and two daughters. His free time (do parents of 4 small kids have any free time?) is spent on the golf course, fishing and enjoying the great outdoors.
Paul is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2337622 / 12-2018
Resource team
Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Chase Brakke
Vice President, Disability Insurance and Property and Casualty Operations
612.617.6008 | chase.brakke@northstarfinancial.com
Chris Sitek
Vice President, Life Insurance and Long-Term Care
612.617.6109 | chris.sitek@northstarfinancial.com
Jeff Landt
Vice President and Director of Investments
612.617.6116 | jeff.landt@northstarfinancial.com
Carrie Hancock
Vice President, Financial Planning Resource Center
612.617.6137 | carrie.hancock@northstarfinancial.com
Woodbury
710 Commerce Drive Ste. 140Woodbury, MN 55125
St. Paul
428 Minnesota StreetSuite 500
St. Paul, MN 55101