My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


Get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Charitable Giving Strategies
  • Investment Management

Awards & recognition

  • Circle in a Square Advisors, Ameriprise Client Experience Award, 2023, 2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Volunteer at Food and Friends DC

Interests

  • My Top Five Values: Integrity, Family, Happiness, Meaningful Work, Excellence
  • Married to Kara (Steinhardt) Paulson
  • Father to Hunter and Teddy
  • Originally from Minnesota, and now live in Capitol Hill East
  • I enjoy traveling to my family's cabin in Minnesota to swim (especially with my son), waterski, read, and relax

My photos

1 albums
close