As an Associate Advisor, Paul supports the advisory team in the preparation and implementation of client application and enrollment forms, data gathering regarding client financial information, preparation of client meeting materials, tax coordination and special projects. Paul provides direct assistance to client advisors. Paul is also a member of the firm’s Real Estate Investment Committee where he is deeply involved with private investments due diligence, market surveillance, and communications with existing fund managers.
Prior to joining WMS, Paul was a Support Financial Advisor with Klauenberg Retirement Solutions.
A CERTIFIED FINACIAL PLANNER ™ (CFP®) practitioner, Paul earned a Bachelor of Arts degree in Business Economics from Wheaton College (IL).
