Primary Location
New Lenox
280 Veterans Parkway
New Lenox, Illinois 60451
815.462.5513 Direct
866.946.9771 Toll-free
866.553.1344 Fax
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Paul D. Landers has over 20 years of experience as a Financial Advisor and has been a CERTIFIED FINANCIAL PLANNER™ for over 12 years. While he enjoys helping all individual and small business clients with their financial needs, he emphasizes retirement and education planning, and overall wealth management.
Prior to joining the firm, Paul worked for Chase Financial Services where he managed over $70 million. At Chase, Paul was one of six independent Financial Advisors in the Midwest.
Paul grew up in Wisconsin and went to school at University of Wisconsin at LaCrosse. He graduated in 1991 with a Finance and Economics degree and is an avid Badger fan. Paul received his CERTIFIED FINANCIAL PLANNER™ designation in 1999 and holds FINRA Series 7, 63, and 65 Licenses. He also has Life, Health, and Variable Annuities Insurance Licenses and is a member of the German American National Congress, also known as D.A.N.K. in Frankfort, Illinois. Paul lives in New Lenox, Illinois with his wife and son and enjoys biking, downhill skiing, and traveling.
Paul works with Margaret Donnellan, a Financial Associate, in New Lenox. Margaret is responsible for all day-to-day transactions including account openings and maintenance, transfers, and general client inquiries. She is also in charge of organizing marketing efforts for and coordinating with the bank staff.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.