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
