Paul Dreher

Financial Advisor

Paul Dreher

Financial Advisor

 

Do you fall into one of these situations?

If so, you are in good company and we can help.

Had a Major Life Event?

Unsure About Your Advisor?

Wondering About Fees?

Need a Financial Plan?

About Financial Advisor Paul Dreher

Cooking

Travel

Golf

Paul’s love of travel and cultural curiosity lead him to began his career as an economics and diplomatic correspondance reporter in Europe. He then started directly in the financial services industry in 2006 working for a large insurance company in Boston. He was able to move up the ranks and become an investment representative back in the midwest working with financial advisors on investment recommendations and business developement. After 5 years and countless windshield time the opportunity to fulfill a career aspiration and become an advisor with TRPG in 2011 was one he couldn’t pass up. His experience developing rapport with foreign ambassadors and cultivating a productive sales territory has translated well to his inter-personal skills as an advisor. Paul values his relationships with clients and gets his most joy from seeing them succesfully accomplish their financial and life goals. Outside the office you can find him trying to stay fit, planning his next trip with his fiance Megan, or on the golf course. He also serves as board member for KC Hospice’s financial committee.

Fiduciary Protection

Because we're an independent advisor and manager, we provide fiduciary protection. We work in the best interest of our clients.

Education

Risk Management & Insurance - Missouri State University

Certifications and licenses

Series 65

Education

Political Science – University of Kansas

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Contact Information

Toll Free

1-888-988-6621

Phone

Office: (913) 498-8898                          Cell: (913) 586-2510

Fax

(913) 498-8897

Email

paul@planningretirements.com

Office Address

4811 W. 136th Street                            Leawood, KS 66224

Office Hours

Monday          9AM-5PM

Tuesday          9AM-5PM

Wednesday    9AM-5PM

Thursday        9AM-5PM

Friday              9AM-3PM

Saturday         Closed

Sunday            Closed