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Paul Westphal, CIMA®

With over 20 years of experience in financial services, Paul provides
comprehensive wealth management strategies designed to assist clients in
the pursuit of their needs and goals. After graduating with a B.B.A. in Finance and Real Estate from the University of Wisconsin-Milwaukee, Paul earned his series 7, 8, and 65 securities licenses. He also holds the Certified Investment Management Analyst (CIMA®) designation through the Wharton School of Business.