Paul is an affiliate of Equitable Advisors, LLC and has been a partner and financial consultant at Lake Financial Group since 2018. He brings decades of experience in the business world, giving the firm a unique perspective and sensitivity to our clients’ priorities. Paul works with businesses as well as individuals. He is an educator to all Lake Financial Group’s clients; they are not only aware of how they are invested, but also of why they are invested. Paul has a Bachelor of Science degree in Mathematics from The State University of New York at Albany. In addition, he holds the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute® and taught in conjunction with Yale School of Management. Paul regularly pursues ongoing education for himself through research, professional seminars, and continuing education beyond the industry requirements. He establishes long-lasting relationships built on trust and maintains regular dialogue with his clients as a trusted advisor beyond financial planning.
Paul is an active volunteer and donor to many nonprofit organizations in our area. Currently, he is the Board President of the Milwaukee Community Sailing Center and a member of the Historic 3rd Ward Association and the Metropolitan Milwaukee Association of Commerce.
CA License # 0I17765