Paul Hancock, CFP® 

Paul has a passion for helping people make smart, informed decisions about their finances. He has a diverse and deep business background. He began his career as a portfolio manager with Steele Capital Management, a registered investment advisory firm in Dubuque, Iowa. He has worked in commercial banking at US Bank. Most recently, he was a partner at a prominent wealth management firm in Cedar Rapids, Iowa with Robert W. Baird. He worked alongside his partners at Baird in managing approximately $600 million in assets for individuals, families, and institutions. Paul earned his bachelor’s degree in finance from Colorado State University and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2008. In 2013, he and his family relocated to Southwest Florida to be closer to family. He has been blessed to work with many influential and wise people in his career.

Paul has had the unique opportunity to work with clients of all ages and asset levels. He believes wealth management and financial planning should be available to everyone, no matter their net worth or income level. He believes in transparency, low costs, and delivering wealth management in a comprehensive and understandable form.

Paul believes God and family come first. He is blessed with a wonderful wife Ashley and three children, Pierce, Cal, and Eve. Paul spent much of his life in Iowa and is proud of his Midwestern roots. His family now resides in Estero, Florida. He is active in his local church, River of Life. He enjoys spending time with his family and is a voracious reader of all things related to investing, economics, and financial planning.