Investment Advisor Representative
CurrentPaul comes to the investment advisory business after retiring from a twenty-seven year career as a federal agent. Paul’s search for sound financial help in the area of retirement planning led him to Transamerica Financial Advisors, Inc. for his own retirement planning needs. After passing the financial industry’s Series 6, 63 and 65 exams and various insurance licensing exams; Paul made the transition from assisting crime victims to assisting real families in reaching their retirement goals through sound financial management. Paul and his wife Beth have been married for 28 years and are raising two sons ages 17 and 14. They reside in Oregon, WI and are active volunteers in the Oregon School District, Holy Mother of Consolation Catholic Church, Boy Scouts of America Troop 50 and the Village of Oregon in various roles.