Paul Jochimsen

Wealth Manager

Series 7 and 63


BBA in Finance from UW Madison with Honors
MBA in Finance from UW Madison


Paul started a wealth management practice in 1988 in Sheboygan and joined the Mersberger Financial Group team in November 2022.


Financial Planning: Since 1988, Paul provides clients with customized financial plans tailored to their individual goals. Paul has a passion for discovering investment solutions that best align with a client's objective and risk tolerance throughout all stages of their life. In addition to serving individual clients and families, Paul also works with employers and retirement plan participants to provide education and guidance. 

Get to Know Me

Paul and his wife Lori reside in Sheboygan and have four grown children. Outside of work, Paul enjoys spending time with his family, traveling, sports, reading, and live music. 


Written by: Paul Jochimsen

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