Senior Vice President
Registrations
Series 4: Registered Options Principal
Series 7: General Securities Representative
Series 24: General Securities Principal
Series 53: Municipal Securities Principal
Series 63: Uniform Securities Agent State Law
Series 65: Uniform Investment Advisor Law
Education
Bachelor of Science in Finance 1979
University of Illinois
Experience
Paul’s career has focused on the development and implementation of customized solutions for the increasingly complex problems and financial opportunities that people face. Keeping each client, their specific personal situation and their objectives as the guiding light, is the central core of this professional philosophy. Experience, industry knowledge and a measure of common sense enables Paul to help guide clients towards successful investment outcomes.
Paul’s method to the consulting process and its’ inherent customer benefits continues to direct his independent, objective approach and, teamed with a conflict free environment comprise the center of his investment planning. His association with Asset Strategies Inc is highlighted by a shared belief in the power of these ideals.
Residing in Big Rock, IL with his wife JoAnn and their two sons, Paul maintains an active role in his community and is an ardent supporter of his favorite local and professional sports teams.
Contact Information
Telephone: 630-556-4672
E-mail: Paul@assetstrategiesinc.com
