Paul started in the financial services industry in 2012. Paul spent the first two years in the industry as a financial advisor building his own book of business by networking and cold calling. After 2 years as a financial advisor, Paul then became a wholesaler for Pacific Life. Paul spent 7 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 their Greater Northwest territory.
In his career, Paul has worked in all of the product areas including insurance, annuities, and mutual funds. Paul combined his learnings at Pacific Life with his experience as being a financial advisor, which provided him a deeper understanding of product solutions for advisors and their clients, to excel in his role. Paul’s 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 three children – PJ, Eli, and Cece. In Paul’s spare time, he enjoys hiking, golfing, and hunting, but nothing beats spending time with his family and their French Bulldog, Bonk.