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.