Paul joined Equitable Advisors in 2001 and his office is located in Omaha, Nebraska. He specializes in helping the needs of individuals and small business owners in the areas of:
Investment Services – Asset Accumulation, Wealth Management
Business Planning – Business Succession, Executive Benefits, Employee Benefit Plans
Financial Planning Strategies – Estate Planning, Retirement Planning, Education Funding
Risk Management – Life Insurance, Annuities, Disability and Long Term Care Insurance
Paul has dedicated his career to helping people reach their financial dreams through his strategic focus on building lifelong client relationships, mastering industry knowledge, and providing customized solutions.
Over the years, Paul has worked diligently to provide excellence in customer service. His wife Tera joined him in his efforts as his business manager in 2007.
Professional Registrations:
FINRA Securities Registrations Series 7 and 66 Licenses
Paul lives in Bennington, Nebraska with his wife Tera, and their children Michael, Kathryn and Alexis. When Paul is not working, he enjoys his children’s activities, spending quality time with friends and family, golfing, camping, tailgating at UNL football games, and boating on Lake Okoboji.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.