Meet Our Expert Team

Team

Exceptional Service, Confident Future

Crista Dumais, EA

Chief Compliance Officer & Tax Specialist

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At Paulson Wealth Management, we offer a comprehensive suite of services to support your financial journey. Our dedicated team is committed to delivering personalized solutions in financial planning, wealth management, and family office services.

Unlike many firms that limit or charge extra for these services, we include them all, demonstrating our commitment to addressing every aspect of your financial well-being. Explore the profiles of our experienced professionals and see how we can empower your financial future with integrity and precision.

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Are You Experiencing the Paulson Level of Service ?

Explore the comprehensive list of services offered to all clients to see the exceptional quality and dedication that defines Paulson's holistic approach to wealth management. Click to view the full range of services provided and see how they compare to your current level of service.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Team

Exceptional Service, Confident Future

Crista Dumais, EA

Will Fan, CFP^®

Noah Fopma

Jeff Hoang, CFP^®

Derek Johanik, FPQP^®

Hannah Munnangi, FPQP^®

Nathan Paulson, CFP^®

Kenneth Pontikes

Mark Scornavacco, CFA

Lynette Wheeler

Holly Daniel

Stephen E. Giere

Christopher Zehnder, CFP^®

Connect With Our Financial Experts

Are You Experiencing the Paulson Level of Service ?

Explore the comprehensive list of services offered to all clients to see the exceptional quality and dedication that defines Paulson's holistic approach to wealth management. Click to view the full range of services provided and see how they compare to your current level of service.

How Much Do You Know About Investing?

Team

Exceptional Service, Confident Future

Connect With Our Financial Experts

Are You Experiencing the Paulson Level of Service ?

Explore the comprehensive list of services offered to all clients to see the exceptional quality and dedication that defines Paulson's holistic approach to wealth management. Click to view the full range of services provided and see how they compare to your current level of service.

How Much Do You Know About Investing?

Want to be Smarter With Your Money?