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PAULSEN BELDING WEALTH MANAGEMENT

Meet the Team

Advice is personal. So is the relationship behind it.

Our team brings together financial planning, investment management, and wealth coordination to help families make thoughtful decisions across the different parts of their financial lives.

Different perspectives.
Shared responsibility.
One coordinated relationship.

THE PEOPLE BEHIND THE ADVICE

Experience matters.
So does perspective.

Each member of our advisory team brings a distinct perspective to the relationship. Together, we help families, businesses and individuals think through the decisions, opportunities, and transitions that shape their financial lives.

Shannon Paulsen
FINANCIAL ADVISOR & PARTNER

Shannon Paulsen

Shannon helps families bring greater clarity and intention to their financial decisions, with an emphasis on building lasting relationships and keeping advice connected to what matters most.

Meet Shannon
Ryan Belding
FINANCIAL ADVISOR & PARTNER

Ryan Belding

Ryan works with individuals and families to navigate investment, retirement, and planning decisions while keeping the broader financial picture in view.

Meet Ryan
Johnathon Thomas
FINANCIAL ADVISOR

Johnathon Thomas

Johnathon focuses on helping families coordinate their financial lives by connecting planning, investments, retirement, estate considerations, and insurance around the decisions they are working toward.

Meet Johnathon
WORKING TOGETHER

One team.
One financial picture.

Your financial life doesn't happen in separate pieces. Neither should the advice surrounding it.

At Paulsen Belding Wealth Management, we work collaboratively so the decisions being made in one area can be considered alongside the rest of your financial life. That means keeping planning, investments, retirement, estate considerations, insurance, and other priorities connected to the bigger picture.

See How We Work
HOW WE APPROACH THE RELATIONSHIP
01

Shared Context

We take the time to understand your household, your priorities, and the decisions ahead before making recommendations.

02

Different Perspectives

Collaboration gives us the ability to bring different experience and perspectives into the conversation when they can add value.

03

Coordinated Advice

We look across the financial picture so recommendations can be considered together rather than as a collection of isolated decisions.

LET'S TALK

Start with
a conversation.

Good advice starts with understanding what matters to you.

Whether you're looking for a second perspective, approaching an important decision, or ready to bring the pieces of your financial life together, a conversation is a simple place to begin.

Schedule a Conversation
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