Paul joined JNBA in November 2023 as a Client Account Specialist. Whether it’s preparing paperwork and guiding clients through online access or being the point person for questions big and small, he supports clients through it all. With a service-orientated mindset, Paul thrives on building authentic relationships while handling nuanced requests and helping people achieve their financial goals and dreams.
“Advocacy means understanding clients’ goals, making them your own, and doing everything you can to achieve them. Advocates build trusting relationships by supporting clients through all of life’s ups and downs and always acting in their best interest.”
Prior to JNBA, Paul worked as a bank teller and at a small investment firm in another client-focused role. He was drawn to JNBA and its larger team where collaboration is part of the firm’s culture and he can expand his knowledge of wealth management. He’s an avid learner, carries a Financial Paraplanner Qualified Professional (FPQP®) designation, and holds a Bachelor of Science in Finance from St. Cloud State University.
Paul enjoys hiking with his wife and their dog, Thor, who is named after their favorite superhero. He also enjoys board games, bowling, and spending time with friends and family.