I attended St. Ambrose University in Davenport, IA, where I received my Bachelor of Science degree and my MBA. I have been married for 20 years and have five children, one of which is a sailor in the U.S. Navy. I currently serve my region as the inclusion and diversification leader. I have 19 years of experience in the financial services industry within the fields of investments, insurance and banking.
I believe that understanding my clients and their needs is paramount. I enjoy working with individuals and families to help align their estate and personal needs, using strategies such as insurance products, charitable giving, income replacement and debt resolution. My clients have expressed that they enjoy working with a financial advisor that has a passion for giving financial guidance.
My Sr. Branch Office Administrator, Lynn Vollrath, has over 29 years of experience with Edward Jones. She is a native of Sheboygan County and is married with two adult children and five grandchildren. Lynn became a limited partner with Edward Jones and received her Bachelor of Art degree in biology, laboratory administration, art and fine arts administration, along with a minor in business administration from Lakeland University. She enjoys her expanded role in our region as an Edward Jones branch office administrator mentor, helping to train, guide and support new branch office administrators during their first year of employment.
Our team enjoys getting to know our clients on a personal level and we are dedicated to providing our clients with the highest level of service. Please don't hesitate to contact us with any questions or concerns that you may have about reaching your financial goals.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Military Professionals & Veterans
- Wealth Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Mountain Biking
- Home Improvement
Office Address110 Carr Rd
Plymouth, WI 53073 opens in a new window
Mailing AddressP O Box 354
Plymouth, WI 53073
Phone NumberPaul Leal at (920) 893-8214
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 03:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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