Investment Research And Trading

Paul brings over 25 years of invaluable experience in the financial services industry, cultivating a strong foundation and expertise that spans across various reputable institutions. His journey began as an Intern at Dain Bosworth, leading him to excel at esteemed organizations such as TD Ameritrade, Wells Fargo Investments, and most notably, a distinguished 16-year tenure at Axos Clearing. 

Known for his meticulous attention to detail, Paul consistently ensures that tasks are executed accurately and within the designated timeframe. His comprehensive understanding of back-office processes, combined with his extensive work with major custodians, demonstrates his proficiency in managing intricate financial operations. 

Born and raised in Plattsmouth, NE, Paul’s educational pursuits further solidify his knowledge and dedication to the industry. He holds a bachelor’s degree from the University of Nebraska at Omaha, where he achieved a double major in Finance and Banking and Financial Markets. 

For the past 17 years, Paul has called Glenwood, IA, his home. Alongside his wife Christie, he actively raises their three children, with their oldest currently attending college and the younger two enrolled in high school. When not enthusiastically supporting their children’s endeavors in high school sports, Paul and Christie find solace in tending to their garden and caring for the livestock on their small acreage. 

Paul’s extensive experience, meticulous nature, and deep-rooted commitment to the financial services industry position him as a valuable asset, equipped to navigate complex challenges while consistently delivering exceptional results.