Money can be a stressful topic - but without a solid holistic life planning approach, it can be hard to reach your fullest potential. For 16 years, I have helped families achieve their financial goals while setting them on the pathway toward financial independence. I utilize an established process that puts our clients' needs first.
I start by understanding the 'who' and 'what' of your financial situation, and then create an individualized strategy that helps place you on track toward financial independence. I am ready to help our clients take control over their financial health, gaining financial independence.
I hold the Certified Financial Planner® designation. The CFP® Board awards the CFP® designation to individuals who successfully complete a 6-module professional education program, pass a final board examination, commit to its code of ethics and agree to pursue continuing education.
I am also privileged to mentor other financial advisors at our firm. My philosophy has always been to treat others as I would want to be treated. I am honored and privileged to work with clients from all walks of life. My mother, an immigrant, raised me with an emphasis on hard work and treating all individuals with respect.
A native Midwesterner, I was raised in Iowa, and got my undergraduate degree from Luther College. Studying at Hamline School of Law brought me to St. Paul, MN over 23 years ago. I live in the same community where I work, so I am never far from where I serve my clients. I am always available to meet with you on your schedule, including weeknights and weekends, to assist in whatever situation that may arise.
My family and I like to travel, play sports, foster dogs and attend trivia nights. I also enjoy spending time volunteering with local non-profits, including my church, Boy Scouts, local schools and Rotary.
Kit Gontarek, my Senior branch partner of four years, is here to help you with scheduling appointments and other day-to-day needs of your accounts.
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Estate & Legacy Strategies
- New Investors
- Wealth Strategies
My Personal Interests
- Community Outreach
- Health & Nutrition
- Art Museums
Office Address1751 N Lexington
Roseville, MN 55113 opens in a new window
Phone NumberPaul L McCreight at (651) 489-0158
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