Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Paul Ramus

Vice President–Wealth Management

Financial Advisor

Paul Ramus has a skilled focus in the management of 401(k) plans and retirement planning. He has been working with individuals and business owners in the financial services industry for over 20 years. For his individual clients, Paul provides highly personalized financial advice, financial planning, portfolio management, and estate planning services. As a Retirement Plan Consultant also working with companies, he specializes in 401(k) fiduciary risk management, portfolio construction, and educating plan participants on retirement readiness.

Paul received his Bachelor’s Degree in Finance from the University of Wisconsin–Whitewater and an MBA from the University of Wisconsin–Milwaukee. He earned the Certified Retirement Plan Specialist® (CRPS) Designation from the College for Financial Planning, the Accredited Investment Fiduciary™ (AIF) designation from the Center for Fiduciary Studies, has completed professional development courses at the University of Chicago School of Business and holds FINRA Series 7 and 66 licenses as well as life, health, and variable insurance licenses. He is a member of several industry organizations including the National Association of Plan Advisors (NAPA) and SHRM Racine and Kenosha Chapter.

Paul currently resides in Merton, WI with his wife and their three children. He is active in his community, coaching his children's sports teams through the Merton Athletic Association, and Lake Country Chief's Youth Football.

Registered States:
  • AZ
  • CA
  • FL
  • IL
  • IN
  • TX
  • WI


  • Bachelor’s Degree in Finance, University of Wisconsin–Whitewater
  • MBA, University of Wisconsin - Milwaukee


  • Chartered Retirement Plans Specialist
  • Senior Retirement Plan Consultant
17335 Golf Parkway
Suite 525
Brookfield, WI 53045
  • (262) 794-0863

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For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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