PROFESSIONAL PROFILE

Paul is a Vice-President with Merrill Lynch and has been in the financial services industry since 1986. He graduated Cum Laude from Minnesota State University and has earned professional designations CLU in 1991 and ChFC in 1990 from the American College and CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc., from College for Financial Planning in 2000.

He specializes in working with business owners in regard to Corporate Stock Strategies- ESOP's and Concentrated Stock Options. Being part of the Merrill Lynch's wealth management team, he specializes in retirement and estate planning.

The combination of his experience and Merrill Lynch's financial resources creates an excellent opportunity for his clients to acheive their financial goals and dreams.

He has a wife and two kids and resides in Savage, MN. He is a volunteer hockey coach in Burnsville, MN and has been involved with the Shakopee Area Catholic Schools. He is a Minnesota Wild season ticket holder and a knowledgeable fan having played college hockey at Minnesota State University at Mankato.