Located in Cincinnati, OH, our team looks forward to learning about you, your family, and your financial goals. Allow us to introduce ourselves so you can learn a bit about our backgrounds.
Paul C. Listerman
Managing Director - Investments
Paul Listerman is a Branch Manager for the Cincinnati region, a Managing Director - Investments, a PIM Portfolio Manager*, and a Senior Fundamental Choice Portfolio Manager. Paul has over 30 years of experience helping his clients develop strategies for pursuing their financial goals. He takes pride in guiding clients through making informed decisions about their financial situations, whether they are selecting individual investments, developing a retirement plan, or in need of other creative solutions.
Paul understands the importance of putting his clients first, and he values building relationships with each person or family that works with their team. He appreciates that his clients put their trust in him to guide them in the right direction on their financial journey.
For over 30 years, Paul and his wife, Liz, have lived in the Northern Kentucky area. Their three children all attended local schools – Molly is now an OB/GYN physician, living in Louisville with her husband, Andrew; Abby works for an advertising company in Washington, DC; and Adam is a graduate in Neurobiology from the University of Louisville, and he plans on attending medical school in the fall. As a competitive cyclist and runner, you can find Paul riding his bicycle or jogging around the Northern Kentucky country roads in his free time.
CA Insurance License Number: 0J00880. Resident State OH
*The Fundamental Choice and PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Max Mischkulnig is passionate about helping each of his clients plan for their financial future in the way that best meets their goals, while providing them clarity and confidence in their decisions. Together with the team, Max is dedicated to helping his clients develop strategies for meeting their goals and answering the two most common financial questions: “Am I okay?” and “Do I have any financial blind spots?”
Max enjoys helping clients make informed decisions about their current financial situations and what they envision for their future. He helps them select individual investments, develop their retirement plans, analyze their assets to liabilities, determine proper insurance levels, and more.
Before entering the industry, Max graduated from Maryville University with a bachelor’s degree in financial services and a master’s degree in business administration. During his tenure at Maryville, he was a four-year collegiate athlete in their Division II basketball program. His education, as well as his experience as a college athlete, provided him the discipline, leadership skills, and work ethic needed for his career as a Financial Advisor.
Away from the office, you can find Max on the golf course or spending time with his friends and family in the local Cincinnati area, enjoying all it has to offer. He also loves sipping a glass of bourbon and owns quite the collection of bottles.
CA Insurance License Number: 0M44845. Resident State OH.
As the team’s Senior Brokerage Client Assistant – Registered Officer, Beth focuses on delivering concierge service to fulfill clients’ needs. She is multi-skilled and cross-trained in all areas of her work, and her responsibilities include ensuring that every client receives the highest level of service, coordinating all on-site functions, processing any operational items, and reaching out to clients with updates.
With more than 20 years of experience in the financial services industry, Beth’s strengths lie in developing strong relationships with clients and finding innovative solutions to meet their needs. Her knowledge extends to areas such as managing account products, retirement plan options, and annuity operations. Beth holds FINRA Series 7, 9, 10, 24, 63, and 65 Registrations, and also holds Variable Life and Health Insurance Licenses.
Beth studied History and Political Science at Northern Kentucky University, but more importantly to her, she is a proud Holy Cross High School graduate and enjoys giving back to Holy Cross as an alumni. Beth resides in Independence, KY with her husband Randy, daughter Daphne, and the most spoiled Yorkie ever, Wally. Beth is also an active member of St. Cecilia Catholic Church in Independence, KY.
CA Insurance License Number: 4193729. Resident State KY.
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