With more than 20 years of experience in financial services as a Financial Advisor, Sales Manager and Recruiter, Paul’s role as Business Development Consultant is to develop relationships with Advisors across the country. He will identify and help evaluate Advisors who will be a good fit as Founding Member/Owners of WealthPLAN Partners (WPP).
WealthPLAN Partners is a Hybrid RIA with extensive experience, both in management of client assets and helping Advisors grow their businesses. WPP Advisors will continue to own their book of business, but as part of the WPP team, they are able to benefit in the following areas:
- CO-OP Ownership
- Integrated Technology
- Smarter Portfolio Planning
- Cost Reductions
- Administrative Support
- Compliance Support
- Branding and Marketing
“My greatest satisfaction comes from knowing that a relationship I’ve developed while consulting with an Advisor has led to that individual finding the right fit for their business and personal goals – plus I’ve made a new friend in the process.”
Paul lives in Omaha with his wife Sandi, has three children, two step grandchildren and two dogs. Paul spends his free time with family and friends, and enjoys playing golf, tennis and singing with local choirs and ensembles.