Paul started in financial services as a financial advisor building his own book of business by networking and cold calling. After two years as an advisor, Paul then became a wholesaler for Pacific Life. Paul spent seven years at Pacific Life. He had tremendous success and was promoted often within the organization. In February 2018, Paul and his family moved to Washington to take over the Greater Northwest territory.
In his career, Paul has worked in several product areas including insurance, annuities, and mutual funds. His understanding of advisors’ needs and expectations provide him the foundation to be a highly effective consultant within Bridgemark Strategies, as he has a unique perspective of the challenges and opportunities financial advisors face with their clients.
Paul has his B.S. in Finance from the University of Nebraska. He presently resides in the Omaha area with his wife Kay and four children – PJ, Eli, Cece, and John. In Paul’s spare time, he enjoys hiking, golfing, and hunting, but nothing beats spending time with his family and their French Bulldog, Bonk.