Get to know our team members! Meet Paul Elfner, recently promoted to Wealth Advisor.
What would a perfect workday look like for you?
A great breakfast like donuts with fellow coworkers. Spending the morning accomplishing client-related tasks such as financial planning or tax planning – I really enjoy the tax side. The afternoon would be spent meeting with clients and getting an update on their lives and their needs.
What do you think you most contribute to the workplace?
A positive mentality.
Which of Domani’s core values resonates with you and why?
Curiosity! I’m a big advocate of always trying to better myself and the knowledge and service I bring to clients. If there is something I am asked about, I love to research and find a solution.
What kind of music do you love?
I really enjoy the 80s. One of my favorite songs is Mark Morrison – Return of the Mack.
What’s your favorite food?
Cheese pizza.
Important Disclosure
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Domani. A copy of Domani’s current written disclosure brochure discussing our advisory services and fees continues to remain available upon request.
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