Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning
As a Partner with the Hoopis Group, Paul’s leadership role includes mentoring other financial professionals in the firm and sharing with them the skills and understanding he has acquired during his own financial services career. Furthermore, he and his team promise exquisite service and experiences to his clients.
Paul has contributed to his own financial planning since he was in college. His first year was filled with many accomplishments including MDRT level of production and later achieving Bronze, Silver, Gold, and Platinum awards. In addition, Paul has received the Quality Award from NAIFA. In 2016, Paul’s production and drive landed him in the top 1% of Hoopis' broker dealer and number one in his peer group nationally. Looking back on his first few years in the business Paul is “proud of the changes he is making in peoples’ lives.” He really enjoys understanding what his clients’ needs are by asking the tough questions that most people aren’t comfortable asking.
Paul holds the following FINRA licenses: series 7, 65, 6, & 63. Paul also holds the AIF designation as an Accredited Investment Fiduciary.
Paul’s core values are: integrity, loyalty, and being authentic. He is looking to speak with individuals who want to take care of themselves and their families; people who want to help themselves grow and protect their wealth. An ideal client would be someone that shares similar goals and values as him. He has a very experienced support staff to help service his clients in all aspects of financial planning.
Not only does Paul run a successful financial planning practice, he is a true believer of giving back. He is actively involved in Make a Wish Foundation, specifically the Eileen Keller Memorial Golf Tournament where they have raised over $100k for the organization. He is also a corporate sponsor and executive board member of Notre Dame College Prep – an all-male Catholic school in Chicago.
In his spare time, Paul enjoys spending time with his wife Keriann, family and running. They currently reside in the Andersonville neighborhood of Chicago. He has successfully completed two Chicago marathons! He is very excited to grow something together here at the Hoopis Group and wants to help create a culture that has its own unique style.
Check the background of this investment professional on FINRA’s BrokerCheck
300 South Wacker Drive Suite 2000
Chicago, IL 60606