Paul Meyer entered the financial services industry in 2005. He affiliated with Lincoln Financial Advisors after transitioning from a successful 15-year career in the utility construction industry, where Paul was part of family owned, and family run businesses. It is Paul’s mission to leverage his experience and skills to help others secure their families, protect what they are working so hard for, and to grow & transition their business interests.
Having earned both the CEPA® and CBEC® designations, Paul works within proven processes to help business owners understand their exit options with passion, integrity, and empathy. Paul affords his clients the opportunity to make educated and informed decisions toward reaching their objectives and be confident that their financial planning is and remains relevant and sustainable.
As an active member of the financial, business and estate planning community, Paul stays on the cutting edge of industry changes and innovations by holding these designations, certifications, and affiliations:
- Certified Exit Planning Advisor (CEPA®)
- Certified Business Exit Consultant (CBEC®)
- Chartered Retirement Planning Counselor (CRPC®)
Paul was born and raised in Appleton, WI, and is an alumnus of Saint Norbert College where he earned a bachelor’s degree in business. He and his wife Kate live in Appleton with their four children. They enjoy spending time together outdoors and are avid skiers, boarders and wake surfers. Their family is also very active in their community, church, and local nonprofits.