Prior to joining Baird in 2015, he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation while working as a financial advisor and wealth manager with New England Financial. CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP® Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.
He has also obtained his Certified Private Wealth Advisor® (CPWA®) designation, which is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA® program takes a holistic and multidisciplinary approach. The HWH Group caters to a unique and affluent client base involving successful business owners and corporate retirement plans, so his time is dedicated to efficiently and effectively managing their complex needs. Paul also manages all advanced comprehensive financial planning needs for clients, which entails retirement, insurance, estate, and tax planning.
Prior to entering the financial industry, he was a practicing civil engineer following a double major from UW-Madison in Geological Engineering and Geology & Geophysics.
Paul currently resides in Belleville with his wife, Carol, and 8 children – Ethan, Eva, Ella, Elise, Jacob, Joshua, Ignatius, and Mary.
*Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor.