Practice Snapshot
How I Help:
Risk Management
Financial Planning
Retirement Income Planning
Who I Help:
Business Owners
About Me:
I’m a forestry graduate and lifelong lover of the outdoors, and I discovered financial planning almost by accident — or perhaps it found me. I was recruited into the industry by a seasoned professional who happened to be a fellow alumnus of the forestry school, and I quickly realized that helping people plan for their financial future was both meaningful and rewarding.
At Pauli Financial Group, I provide a wide range of services, including risk management, financial planning, and retirement income planning. What I enjoy most is working closely with individuals and families to help them prepare for the future with confidence. I believe financial planning is an educational process, and I strive to make complex concepts approachable and understandable. Many people initially feel uncertain about financial services, but once they see how thoughtful planning can create independence, preserve dignity, and leave a lasting legacy after life-changing events, they often become strong advocates themselves.
I earned my degree from the State University of New York College of Environmental Science and Forestry and later obtained the CHARTERED FINANCIAL CONSULTANT (ChFC®) designation through the The American College of Financial Services.
Outside of work, I remain deeply connected to nature and spend as much time outdoors as possible. I enjoy kayaking, biking, camping, and hiking with my wife, Rhonda. We also love to travel and cherish opportunities to visit our children and grandchildren whenever we can.
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A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
