Our Team

Paul Beran
Peter C. Claeys

Paul Beran

Paul’s role as Client Services Manager is to provide superior customer service and create loyal professional relationships. Paul has over 15 years in the finance industry and over 19 years in sales and customer service field. Paul’s style is friendly, personable and genuine. His passion for service and values of an Eagle Scout have driven Paul to give back to the community. He has been a Rotary Club secretary for five years, and has frequently participated in Lake Geneva Fishing Club’s “Kids Day” to introduce fishing and the great outdoors to kids and families with special needs.

Paul holds a Series 65

Paul and his wife have been married for over 14 years. Together they enjoy cooking, fishing, family and friends.