Paul Horn, CFP® , CPWA® - Zoe Certified Advisor

Paul is a Senior Financial Planner at Benefit Financial Services Group (BFSG). I take an active role in educating clients to help them grow, manage and protect their wealth. I assist clients in various aspects of wealth management, including clients in transition, retirement planning, succession planning for business owners, and planning for executives. I am also a member of the firm's investment committee.
He is a Certified Financial Planner™ (CFP®) and a Certified Private Wealth Advisor™ (CPWA®). He holds a Master of Science in Portfolio Management and Security Analysis from Creighton University. I always wanted to help people. Prior to choosing my current career path, I was a Social Worker and through my mentor found out I could make a difference as a Financial planner. This combines my love of mathematics and constant learning while allowing me to help those who can benefit from my skills and expertise. As I work in the "people" business, I value relationships with all my clients, as well as being able to help them, laugh and cry with them, and oftentimes meet their families and help them too.