Paul Minick, CPFC®

Account Executive

Paul is an account executive for the firm, providing one-on-one investment consultations to retirement plan participants.  He earned a Bachelor of Science from UW-Oshkosh and holds the Investment Adviser Representative license (Series 65).  Paul began his finance career in New York City with Chase Manhattan Bank, followed by 20 years at Bank of America as a Credit Officer and Project Manager/Team Leader.

Paul lives in Mequon, WI.  He enjoys spending time with his faimly, kayaking, fishing, golfing and relaxing at his cabin in Westfield, WI.


CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those with consumers in a one-on-one setting.  Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.