Paulson Wealth Management
The historic Paulson Wealth Management office in Wheaton, Illinois

Our team

Real people, in a real office, on your side.

Independent advice comes from people you can actually reach. This is the team you'll work with — planners, investment specialists, tax professionals, and client service.

Nathan Paulson, CFP®, Paulson Wealth Management team member

Nathan Paulson, CFP®

CEO & Senior Wealth Advisor

Lynette Wheeler, Paulson Wealth Management team member

Lynette Wheeler

Director of Client Care

Crista Dumais, EA, Paulson Wealth Management team member

Crista Dumais, EA

Chief Compliance Officer & Tax Specialist

Mark Scornavacco, CFA, Paulson Wealth Management team member

Mark Scornavacco, CFA

Senior Trader & Analyst

Jeff Hoang, CFP®, Paulson Wealth Management team member

Jeff Hoang, CFP®

Wealth Advisor

Will Fan, CFP®, Paulson Wealth Management team member

Will Fan, CFP®

Associate Wealth Advisor

Hannah Munnangi, FPQP®, Paulson Wealth Management team member

Hannah Munnangi, FPQP®

Associate Planning Specialist

Derek Johanik, FPQP®, Paulson Wealth Management team member

Derek Johanik, FPQP®

Client Care Associate

Kenneth Pontikes, Paulson Wealth Management team member

Kenneth Pontikes

Client Care Associate

Noah Fopma, Paulson Wealth Management team member

Noah Fopma

Client Care Associate

Emeritus

Honoring the advisors and colleagues who helped shape Paulson Wealth over the years.

Nathan Paulson welcoming clients at the Paulson Wealth office

How we work

One team, one table, every question answered.

Planning, investments, tax, and compliance sit in the same building — so your questions don't get routed through a call center. You know who is managing your money, and you can walk through the door and ask.

Begin

Let's Review Your Goals and Plan Your Future

Schedule a Discussionor call (630) 517-2950