Paul A. Hees, MBA
Paul Hees, Financial Advisor in our Middleton, Wisconsin office, joined Ziegler Wealth Management in 2011. Paul brings more than 30 years of banking and wealth management experience to Ziegler. Prior to joining Ziegler, Paul served clients at Anchor Bank, MetLife, Merrill Lynch and Morgan Stanley. Most recently, Paul helped found MHK Retirement Partners, a leading retirement and investment consulting firm, where he led the firm’s participant education and private wealth management teams.
Paul’s specialty at Ziegler Wealth Management is to provide individualized, managed investment style planning, to construct tailored investment portfolios, and to coordinate the day-to-day investment oversight for clients via Ziegler Advisor Directed Accounts.
Part of Paul’s process is to conduct regular meetings with all new clients over the first year of establishing a managed portfolio. Subsequently, Paul continues to have in-person and telephone meetings in order to keep lines of communication open and to ensure the steps in managing the account are in line with clients’ goals and tolerance for risk.
Paul earned both his Bachelor of Business Administration degree and his Master of Business Administration degree from the University of Wisconsin-Madison. Paul is Financial Industry Regulatory Authority (FINRA) series 6, 7, 63 and 65 licensed. Paul resides in Middleton with his wife Gina, their daughter and two sons. They have two adult daughters.
Begin by discussing your needs and goals with Paul. He will be happy to explain the suite of managed investment services and investment tools available through Ziegler. Please call 800 545 1536 or 608 828 3660 to schedule a time to meet.