Senior Financial Analyst
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.
Bachelor of Business Administration, double major in Finance and Economics – University of Iowa, Iowa City, IA
Chartered Financial Analyst®
Chartered Alternative Investment Analyst
Financial Risk Manager (FRM®)
Volunteer, HOPE for Animals
Paul’s Words to Live By
You miss 100% of the shots you don’t take.
“The Essays of Warren Buffett: Lessons for Corporate America” by Warren Buffett
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.
Get Paul’s Help
As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Fort Wayne work for you call 800-888-7968 or email firstname.lastname@example.org.