Prior to co-founding Mackie & Waller Wealth Management Group, Paul spent nearly 14 years at Wells Fargo Advisors, including the last four years working alongside Peter Mackie. Throughout his career, he has worked closely with high-net-worth families to develop personalized financial plans designed to help guide clients toward and through retirement. His experience includes investment planning, IRA distribution strategies, and federal benefits planning.
Paul believes financial planning is about more than investments — it is about helping clients build, manage, preserve, and transfer wealth in a way that supports their goals and improves their lives. He takes pride in building long-term relationships with clients and helping simplify complex financial decisions through a thoughtful and personalized approach.
Paul earned his Bachelor’s degree in Business Administration from Southeast Missouri State University and his Master of Business Administration from McKendree University. He also holds the CERTIFIED FINANCIAL PLANNER™ designation.
