Paul is a Founder and Partner at Silvercap Wealth Management. Paul grew up in Des Moines and graduated from the University of Iowa. Since graduating college, he has become well rounded in the industry by working in several different facets of the industry. Paul began his career as a customer service representative for one of the largest Retirement Plan providers in the nation. He then worked for a large Independent Broker/Dealer, supporting more than 2,000 investment advisors throughout the nation. His desire to work directly with clients led him to Las Vegas where he supported two successful Financial Advisors. While these were all valuable experiences, Paul soon realized the best way to achieve a client’s financial goals and make the largest impact was to work with a smaller independent advisory firm. This led him back to Des Moines where, since 2006, Paul has been gaining valuable experience working directly with clients to achieve their financial and investment goals.
Paul finds the greatest joy in working with a select group of clients whom he has built lasting relationships. He takes a comprehensive approach in managing investments, designing a plan for the future and helping avoid the missteps many investors make along the way.
In 2010, Paul earned his CERTIFIED FINANCIAL PLANNER™ designation which requires passing rigorous education, experience and ethics requirements. The CFP® certification is one that indicates a holistic approach to planning and personal financial management. Paul has also earned the IRS Enrolled Agent designation, which is a federally-licensed tax practitioner who demonstrates an expertise in tax planning.
passed the 3 exams necessary to earn the IRS Enrolled Agent designation, which is a federally-licensed tax practitioner who demonstrates an expertise in tax planning.
Paul lives in West Des Moines with his wife Mandy, their sons William and Benjamin, and their dog Bode. In his spare time, Paul is involved with the Financial Planning Association of Iowa and enjoys running, tennis, golf and spending time with family and friends.
Paul can be reached at Paul@Silvercapwealth.com or by calling 515-225-4141.