Paul Brokenshire, ChSNC 

Founding Partner and Financial Planner  

Paul is a graduate of the University of Wisconsin-Milwaukee, where he received his Bachelor’s degree from the Lubar School of Business, double majoring in Finance and Economics. 

Prior to founding Meridian, Paul spent time as both a Financial Consultant and  Branch Manager at TD Ameritrade (formerly Scottrade) before working as a supervisory officer at Financial Solutions Group. In 2019, he decided to move back into practice as a Financial Planner with the current firm before helping found Meridian. 

Over the years, Paul’s practice has grown and developed as he specializes in working with dual income households, business owners, and the special needs community. He provides objective and customized insurance and investment strategies to help meet the financial needs of his clients. The client’s best interest is always at the forefront of his practice and consistently advocates for their needs. 

Paul’s passion to help others extends into the roles he serves in his community. He is a member of the University of Wisconsin-Milwaukee Alumni Association and a board member of the Lakeshore Child Advocacy Center. He and his wife, Jessica, are long-time volunteers for the Wisconsin Humane Society and advocates for the American Foundation for Suicide Prevention. In his free time, Paul likes to travel and spend as much time as he can with Jessica, his daughters, Evelyn and Eloise, his family and friends, and his dogs, Maribel and Patrick. 

Professional Achievements 

  • Scottrade Top 100
  • Scottrade Presidents Club

  • 2019-2022 MassMutual Rising Leader

  • 2019, 2021 MassMutual Leaders Qualifier

  • 2019 WestPoint Rookie of the Year

  • 2022, 2023 MassMutual Advisory Council – Advisor Experience and Wealth Management

  • 2022 Five Star Professional Award Winner