Paul has more than 14 years of investment experience, Paul focuses on customized investment management along with personalized individual, and estate planning tax strategies. Paul has worked with individuals and businesses to structure complex Estate Plans, Retirement Plans, and Business Buy-Sell agreements.
Paul began his career at a prominent regional financial firm. In 2005 Paul founded Horizon Wealth Management with an emphasis on Fiduciary investment management. Through Horizon Wealth Management Paul, along with his team, have constructed specialized and comprehensive investment strategies.
Paul received a Bachelor’s degree in business administration from Norwich University. Paul has attained the Accredited Investment Fiduciary Designations along with a Certificate in Certified Financial Planning from Northwestern University. Paul has been named to LPL Financials Chairman’s Club for the past 4 years. *Based on annual production
Paul lives in LaGrange with his wife Kristin and their two boys Colin and Luke.