Series 7, 63 & 65 Securities Registrations* held through LPL Financial, and insurance licensed to provide life, disability, variable life and long-term care coverage.
Paul graduated with a degree from Minnesota State University, Moorhead and began his career in teaching. He also gained experience as a national sales manager and vice president for a large manufacturing firm.
He has now been working in the financial services industry for over 27 years, including experience at Wall Street investment brokerage firms, where he worked as a wealth management and retirement planning specialist. Paul founded Legacy because he wanted to bring a more “Main Street” approach to his work with clients - focusing on their investment goals, rather than company sales goals. He is an integral part of the Team Advisor Approach at Legacy.
Paul's teaching background shapes his advising philosophy of helping clients understand the choices they have as they plan for their future.
He has four grown children and two grandchildren. Paul is very involved in the community, including several arts and education boards. He recently completed 16 years as a member and officer of the Fargo Public Schools Board of Education.