Director
“Finances and taxes can be complicated and intimidating for many clients. I look at my role as a teacher. It is my joy and privilege to help clients understand and plan for their finances and taxes. I know I have done my job when a client says they understand their estate plans, cash flow situation and taxes.”
Paul has a diverse background in helping individual clients achieve their goals and has over 18 years of experience in individual taxation, estate, trust, gift and charitable planning. Prior to joining MTK, Paul worked at a national CPA firm assisting clients with their financial, estate and income tax needs. Paul’s significant experience in personal financial planning and individual income taxation has helped many clients realize their financial goals. Through the Minnesota Society of CPAs, Paul has instructed and assisted other CPAs regarding financial planning, stock options, charitable planning and income taxes.
“Working shoulder to shoulder with clients to help them achieve their financial goals is the most satisfying work experience I could have.”
Core Specializations
- Personal Financial Planning
- Tax Planning & Consulting
- Estate Planning
Education
- Masters in Business Taxation, University of Minnesota
- Bachelor of Science, Accounting, Winona State University
- Certified Financial Planner
- NASD Series 65 License
Professional Affiliations
- American Institute of Certified Public Accountants
- Minnesota Society of Certified Public Accountants
Interests and Activities
Paul, his wife and their three children live in Burnsville, Minnesota. Paul is an outdoor enthusiast and particularly enjoys mountain hiking, rock climbing, snowmobiling and cabin life.
