PAULSON WEALTH MANAGEMENT - Key Persons
Christopher Zehnder is a Senior Wealth Advisor at Paulson Wealth Management located in St Cloud Florida. Prior to that, he was owner and CEO at Zehnder Wealth Management which was founded in 1998. In addition to having over 35 years of experience in the financial services field, Chris is Board Certified as a CERTIFIED FINANCIAL PLANNER and is licensed by the US Treasury Department as an Enrolled Agent, allowing him to practice and represent clients before the IRS. Chris received his Bachelors degree from Florida Institute of Technology, an MBA from the University of Central Florida, and is a graduate of both the Cambridge and Investment Training Institutes. In addition to having held licenses in the Real Estate, Mortgage and the Investment fields, Chris also served as Senior Advisor for Cambridge Connection Inc., one of the largest fee-only planning firms in the Midwest from 2000-2019.
Job Titles:
- Chief Compliance Officer & Tax Specialist
- Compliance Officer and Tax Specialist
Crista Dumais is the Compliance Officer and Tax Specialist for Paulson Wealth Management. Prior to joining PWM, she served over 12 years in a variety of roles at Russell Investments in Seattle, WA, including Corporate Treasurer and Financial & Operations Principal (holding the Series 27 license) for the US broker-dealers. She is licensed by the US Treasury Department as an Enrolled Agent, allowing her to practice and represent clients before the IRS. She enjoys the dual role of partnering with clients and managing compliance responsibilities required under SEC regulations for investment advisors.
Crista received a Bachelor of Science degree in Exercise Science from Wheaton College in Illinois before switching gears and pursuing a career in Finance and Accounting. After earning a Master of Professional Accounting degree from Seattle University, she joined the audit and assurance practice at PricewaterhouseCoopers LLP and worked with primarily clients in technology and financial services.
Crista currently lives in Florida with her husband, Dean, and enjoys traveling and watching their two boys play lacrosse.
Derek is a Client Care Associate at Paulson Wealth Management. He graduated magna cum laude from Wheaton College in 2023 with a Bachelor of Arts in Bible/Theology and a certificate in Military Science. He finds passion in working with people, building relationships with others, and solving problems which was exemplified by his involvement in collegiate Football, Track/Field, and ROTC. At Paulson Wealth, Derek maintains communication with clients and works to provide assistance with their needs. Outside of work, Derek serves in US Army Reserves, enjoys spending time with friends and playing pickup sports.
Hannah Munnangi is an analyst for Paulson Wealth Management in their Advisor Development Program. She plays a key role gathering and maintaining data to facilitate client meetings, team operations, and financial plans. In 2021, Hannah graduated magna cum laude from Wheaton College where she studied violin performance and pedagogy and served as president of the Conservatory student body. She has a strong passion for analysis, which is where she sees the intersection between music and finance. In her free time, Hannah teaches violin. She enjoys running, spending time with friends and family, and exploring new places with her husband, Pawan.
Job Titles:
- Senior Client Care Associate
Holly S. Daniel is a Client Care Associate for Paulson Wealth Management. She is a Certified Financial Planner (CFP) and Investment Advisor Representative (Series 65 license). With a BA in Economics from Mt. Holyoke College in MA, she has a wealth of experience in many facets of the investment industry. Holly has worked in brokerage operations, in a bank Trust Investment department, a financial planning firm, and run her own advisory business from home (while raising her two children).
Holly joined Paulson Wealth Management in 2015 from CB3 Financial Group in Geneva, IL, where she served in an investment selection and client service role. Her focus here is on serving Clients, and she employs her passion for people by providing excellence in Client service and performing other key support functions for Paulson Wealth Management.
Holly grew up in Maryland, where she learned the ropes in her father's investment advisory business, who in turn enjoys an investment legacy from his father. She and her husband live in Batavia, Illinois where he now enjoys the retired life. They proudly have two "launched" daughters (an editor and graphic designer) living nearby in Chicago, the eldest now returning to SAIC graduate school for an MFA in Painting. Holly grew up in the Mid-Atlantic, went to college in New England, lived in the South, and now in the Mid-West. But she assures us she has no desire to move out West anytime soon!
Jeff Hoang is an associate at Paulson Wealth Management located in St. Cloud, Florida. Before being part of the team, Jeff served as a paraplanner and trader at Zehnder Wealth Management leveraging accounts and maintaining client relationships. He plans on obtaining his Certified Financial Planner (CFP) certification. Jeff grew up in Tampa, Florida where he graduated in 2020 from the University of South Florida with a personal finance degree. Jeff is an avid golfer who enjoys spending most of his free time outdoors and spending time with family and friends.
There's no substitute for experience, and serving as a trader and analyst, Mark Scornavacco brings nearly three decades of it to the Paulson Wealth Management team.
Mr. Scornavacco earned his Bachelor of Arts degree in Economics from prestigious Northwestern University in Evanston, Illinois; then continued his studies at DePaul University in Chicago where he took Masters level computer science courses. Throughout his stellar career, Mark has worked for such notable names in the financial world as J.P. Morgan Futures, Inc; Fuji Securities and the Chicago Board of Trade.
Mr. Scornavacco spent the bulk of his career on the trading floors of the Chicago Mercantile Exchange and Board of Trade, dealing with interest rate futures and options. With an eye towards moving off the trading floor, he began the rigorous CFA curriculum and was awarded the CFA Charter in September, 2014.
Since then, Mark has received accolades for his client relation abilities, communication skills, trade execution, research and analysis acumen, knowledge of trading technology, and compliance. When Mark isn't executing PWM's portfolio trades and researching potential portfolio allocations and ideas, he likes to spend his time cycling, and playing golf and volleyball. At Paulson Wealth Management, your future is our future; and we only allow the best and brightest onto our team. We're delighted to have Mark Scornavacco as a PWM team member.
Job Titles:
- Founder of Paulson Wealth Management Inc. and the Creator of the 3rd Stream
- President & Senior Wealth Advisor
Nathan is the founder of Paulson Wealth Management Inc. and the creator of the 3rd Stream approach, a unique income, protection, and growth strategy. With over 20 years of experience in global business and finance, Nathan has become an expert on derivatives trading, investment advice and wealth management.
Prior to founding Paulson Wealth Management, Nathan started his capital markets career at CMT GmbH as an Options Market Maker in Frankfurt, Germany and later traded futures in Chicago. In 2004, Nathan went on to UBS Financial Services Inc., where he was the Vice President - Investments and Wealth Advisor until 2009 when Paulson Wealth Management and 3rd Stream were founded. Paulson Wealth Management utilizes a probability based investment approach, keeping the client at the center of the strategy.
Nathan received his B.S. in Physics from Wheaton College in Illinois and his MBA from Michigan State University. In addition to obtaining his Certified Financial PlannerTM (CFP®) certification, Nathan received the MSU Young Alumni Achievement award in 2008, highlighting his outstanding service to MSU and his distinguished leadership in his career. In 2011, 2012, and 2013, Nathan was named PSN "Top Gun" Money Manager; a highly anticipated quarterly ranking that is widely used by institutional asset managers and investors.
In addition to his extensive financial background, Nathan is an active member in numerous community and charitable organizations, serving on the boards of the Lake Geneva foundation and YouthCompass International. A native of Park Ridge, Illinois, Nathan currently resides in Wheaton with his wife, Jennifer, and their son and daughter.
Ryan Kaczmarek is a Wealth Advisor for Paulson Wealth Management. As a Wealth Advisor, Ryan serves clients by creating and implementing their comprehensive tax and financial plans. As a Certified Financial Planner (CFP®), he uses his knowledge and experience to ensure our clients are well positioned to reach their long-term financial and personal goals.
Job Titles:
- Emeritus Senior Wealth Advisor
Will Fan is a Client Care Associate for Paulson Wealth Management. He is a 2022 graduate of Calvin University in Grand Rapids, Michigan, where he studied financial planning and Chinese. Will has always had an interest in finance, and chose to study financial planning when it was introduced at Calvin for the many opportunities it presented and the prospect of being able to build meaningful relationships with others. Prior to joining Paulson Wealth Management, Will served as a Nexus Peer Financial Coach during his senior year, a role in which he would be able to build and practice skills for entering the area of financial advising. In his free time, Will enjoys traveling, playing basketball, and spending time with family and friends.