Paul Gustafson

Paul has played a key role in supporting wealth advisors and helping to ensure a seamless as possible execution of client requests, always with a focus on helping clients move closer to their financial goals. In addition to his client-facing responsibilities, Paul also trains incoming client service specialists and actively contributes to a culture centered on delivering exceptional service.

Paul earned his bachelor’s degree from DePaul University in 2012. His passion for financial services was sparked by a personal drive to create Economic Freedom™ for his own family and others. He approaches every client interaction with care and integrity, treating each request as if it were his own and consistently demonstrating a strong work ethic.

Outside the office, Paul finds joy in the Rocky Mountains. He enjoys skiing, hunting, and mountain biking with his family, embracing the outdoors.