Paul joined SNBT in 2007 and has over 20 years of financial services experience in Michigan and Wisconsin. Paul’s primary focus is on working closely with clients and their families to plan for their future financial needs, whether saving for college, retirement, or leaving a legacy. Paul is also a member of the Trust Investment Committee which is responsible for setting overall investment strategy and portfolio construction for SNBT clientele.
A Menominee native, he enjoys spending time with his wife, Kylene, and their three children. His family can usually be found at the golf course or the ice rink, depending on the time of year.
Credentials
- CERTIFIED FINANCIAL PLANNER® professional
- B.A. degree in Economics from the Eli Broad College of Business at Michigan State University
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.