Paul Woolfrey

I have 40 plus years experience in two industries, ten of them running construction companies in the petroleum industry and 30 as a financial advisor. I bring a wealth of common sense and knowledge from my business background to help each client with all financial concerns.

I strive to guide my clients with personal portfolio design, investment selection, and retirement planning. I try and help families through the transition from planning for retirement to living the retired life. I provide calm, sensible advice in the current marketplace, while finding strategies to generate income to fund health care, educational opportunities, and achieving my clients' financial goals.

My wife Julie and I, call Minnetonka, Minnesota our home.  We share our home with our loveable, but occasionally annoying Labrador Retriever, Jaguar.  Our two sons John graduated from Iowa State University in Ames and Jacob from St. John's University.