Paul leads
Clearpoint Financial and is a founding investor of National Retirement
Partners (NRP). Serving retirement
plan clients since 1988, Paul spent nine successful years at RBC Dain Rauscher
and was also instrumental in developing CIBC Oppenheimer’s cash balance pension
resources prior to that. Paul and
Clearpoint Financial have been recognized in Plansponsor
magazine as a "who's who" in retirement consulting and have
been nominated three years in a row for the coveted "Plan Advisor of
the Year" award. Paul serves on
the board of Quantum Fuel Systems (QTWW), a publicly traded alternative
energies company, where he uses his experience on the compensation
committee. He earned a Bachelor of Science
Degree in Agricultural Economics from the University of Wisconsin, Madison and holds the Series 7, 24, 63, 65
Registered Investment Advisor and insurance licenses. Paul is active in the number of
charitable and civic organizations and resides with his wife and three children
in Issaquah, WA.
