- Team Members
- Paul Zander
Paul Zander has more than 15 years of experience in banking and financial services. Paul focuses on a comprehensive planning process, looking not only at today’s need but also planning ahead for the future. He guides each client through a process of determining what is a reasonable expectation from their investments along with working to mitigate risk wherever possible. Paul’s expertise includes tax-smart investing, individual retirement planning, small business retirement planning, college planning, and insurance.
Education & Certifications
University of Wisconsin–Oshkosh
CERTIFIED FINANCIAL PLANNERTM