Designations and Licenses

Paul is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Exit Planning Advisor credential.

Experience and Education

Paul focuses on new business development. He works with individuals and families to understand their specific needs and priorities then introduces them to a wealth planning team that can help them achieve their long-term financial objectives.

Prior to joining Mariner, Paul was a regional vice president, at RWA Wealth. Prior to that, he was a senior advisor and developed new wealth management clients through retirement planning seminars, referrals and marketing efforts.

Paul holds a BSBA in finance from Benedictine University.

Personal Interests

Away from the office, Paul enjoys spending time with his family and friends and traveling to different cities and countries. Paul is an avid golfer and Packers fan and loves anything outdoors.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.