Paul Zander, CFP®, brings over 20 years of experience in banking and financial services. He earned his
CERTIFIED FINANCIAL PLANNER™ professional designation in 2021 and holds a Bachelor of Business
Administration in Finance from the University of Wisconsin–Oshkosh. His combination of education and
real-world experience makes him a valuable asset to our team. Paul takes a comprehensive planning
approach, focusing not only on today’s financial needs but also on preparing for the future. He guides
clients through a thoughtful process to set realistic investment expectations and works to manage and
reduce risk wherever possible. His key areas of focus include:
- Tax-smart investing
- Individual retirement planning
- Small business retirement plans
- College funding strategies
- Insurance planning
Originally from Monticello, Paul now lives in Barneveld with his wife and three children. Outside the office,
he enjoys traveling, golfing, cooking, playing the drums, and spending quality time with family and friends.