Paul has a passion for helping people make smart, informed decisions about their finances. He has a diverse and deep business background.
Paul earned his bachelor’s degree in finance from Colorado State University and has a background in wealth management, financial planning, commercial banking, and property and casualty insurance. Paul began his career as a financial advisor in 2004 and has been an active CERTIFIED FINANCIAL PLANNER™ since 2008. Before moving to Florida in 2013, he was a partner at a prominent wealth management firm in Cedar Rapids, Iowa, with Robert W. Baird.
In 2013, he and his family relocated to Southwest Florida to be closer to family. He now balances his time between running a property and casualty insurance business, Super Insurance, and Genesis Wealth Planning. Super Insurance focuses primarily on the volatile home insurance market in Southwest Florida.
Paul has had the unique opportunity to work with clients of all ages and asset levels. He believes wealth management and financial planning should be available to everyone, no matter their net worth or income level. He believes in transparency, low costs, and delivering wealth management in a comprehensive and understandable form. He has been honored to work with many influential and wise people in his career.
Paul believes God and family come first. He is blessed with a wonderful wife and three children. Paul spent much of his life in Iowa and is proud of his Midwestern roots. His family now resides in Estero, Florida. He is active in his local church. He enjoys spending time with his family, is an avid runner, and is a voracious reader of everything related to investing, economics, sound money, and financial planning.
