Paul is a Senior Financial Analyst.

Get to know Paul.

At SYM

Paul’s greatest strength is financial analysis, particularly when deciphering world events and their impact on financial markets. He also enjoys delving into client circumstances and developing a financial roadmap to accomplish their goals.

Credentials

Bachelor of Business Administration, double major in finance and economics – University of Iowa, Iowa City, IA

Chartered Financial Analyst®

Chartered Alternative Investment Analyst

Community

Volunteer, HOPE for Animals

Paul’s Words to Live By

You miss 100% of the shots you don’t take.

Personal Pursuits

Paul’s hobbies include fantasy sports and a goal is to attend a Minnesota Vikings Super Bowl. He dreams of someday owning a gulf-stream 650ER Jet for personal travel.

Favorite Book

“The Essays of Warren Buffett: Lessons for Corporate America” by Warren Buffett