Paul Hein

Paul has been serving clients in the financial services industry since 1994. He specializes in providing vigilant and proactive advice and service for clients throughout their lifetimes. Paul is a graduate of Western Michigan University, with a BBA in Accounting, and Michigan State University, with an MBA in Finance. He also studied at the College for Financial Planning , where he completed studies for the Certified Financial Planner™ (CFP®) designation. Paul holds the Series 6, 7, and 63 securities licenses and has registrations in 8 states. Paul also holds life insurance & annuity licenses in multiple states.

Paul lives in Marquette with his wife, Lisa, and step-daughter, Rachel. He is very active with the Marquette Breakfast Rotary, enjoys golfing with friends and family, and trail running in South Marquette with his two miniature schnauzers, Sophie and Moxie.

Email Paul at phein@sagepointadvisor.com.