PROFESSIONAL PROFILE

The Paulson - Holman Group in Lake Forest, Illinois, is a Merrill Lynch wealth management team. Our Financial Advisors bring a combined investment experience of over 55 years. Along with this “real world” financial planning experience dating back to 1987, we also bring specific dedicated services of a CFP® practitioner, and three PIA Portfolio Managers. We advise over 250 affluent families and manage over $500 million. Our team focuses on helping a select group of individuals and their families manage all aspects of their financial lives. From implementing tax-efficient strategies for concentrated stock positions to IRA-Rollover portfolio management and estate planning, we work with our clients to develop a plan to grow and preserve their wealth.

We initiate our planning-based discussion around your financial needs, your short and long-term objectives, your time horizons and your risk tolerance. By customizing a plan for you, we are looking to maximize your potential for achieving your financial goals. We often partner with your tax and legal advisors to develop tax-efficient strategies that optimize your overall financial situation. Our average client relationship is more than $1 million. We are accepting new clients with a minimum of $250,000 in combined personal or business-related assets.

Tom Paulson, PIA, First Vice President, Senior Financial Advisor
Tom is a financial advisor at Merrill Lynch in Lake Forest IL. He has been a Financial Advisor since 1987. He is a portfolio manager in the PIA program for Merrill Lynch. Tom provides wealth management solutions that incorporate sound investments into personal,retirement and estate plans. He has served on a number of boards and associate boards in the Lake County area (some including Pension Funds of local municipalities). Tom Lives in Libertyville, IL with his wife Sue and their children Emily, Ben and Abby.

William "Tuck" Holman, PIA, Vice President, Financial Advisor
Tuck has 20 years financial services experience and is a Financial Advisor in Lake Forest, IL. Tuck is a Portfolio Manager in the PIA Program within Merrill Lynch. He specializes in working with individuals and families to develop and implement long term wealth plans that make sense for their unique situation. Tuck grew up in Lake Forest, IL and is very involved within the community. Tuck and his wife Cindy live in Lake Forest with their three children Tucker, Phoebe, and Colin.

Steven Gatto, CFP®, Financial Advisor
Steve is in the Lake Forest, IL office and has been a financial advisor for 8 years. Steve is a Certified Financial PlannerTM. He models and constructs financial plans around strategic long-term investment portfolios. He also provides analysis of the team’s strategic asset allocation research for IRA Rollover Portfolios. Steve and his wife Lisa live in a Libertyville, IL.

Chris Filippo, Financial Advisor
Chris has been a Financial Advisor since 1999. He is a member the Merrill Lynch Office in Lake Forest with the Paulson-Holman Team. Chris is a native of Chicago, IL and currently lives in Gurnee, IL. Chris is responsible for development and implementation of the team's client services plan for IRA Rollovers.

Nadine Haufe, Registered Client Service Associate
20 years in Financial Services experience

Tanya Galardi, Client Services Associate
14 years at Merrill Lynch