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Paulseen Financial Group

Ronald V. Paulseen

Financial Advisor
  • ABOUT US
    • MISSION
    • PLANNING
    • LEGACY
    • VISION
  • OUR TEAM
  • CONTACT US

A Practice focused on Estate and Transition Planning Since 1972

Our Team


Paulseen Financial Group

Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, the Paulseen Financial Group can provide access to many new products, enhanced products and new technologies.

The Paulseen Financial Group is here to help guide you through the often overwhelming process of creating your financial and insurance blueprint. Please use this Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. We can help you analyze your needs and recommend an appropriate course of action. Thank you for your interest.


Ronald V. Paulseen,CLU®,ChFC®

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Ron Paulseen graduated from Bethany College in Lindsborg, Kansas in 1972. He and his wife Jenny moved to Wichita in 1972 and Ron signed his contract with New York Life that same year. Ron has maintained continuous membership in New York Life's production based councils and has maintained annual membership in New York Life's Chairmans Council continually since 1979. Ron has qualified for MDRT every year he has been in the business and has has been in the coveted Top of the Table since 1985, MDRT is recognized as the standard of excellence in life insurance sales performance. Ron helps his clients identify problems with their Estate Tax planning and provides creative solutions to help them pass their estates to the generations to come with minimal taxation to the estate. Ron molds complex business and estate planning concepts into understandable and retainable ideas. "Numbers change but the concepts always stay the same."


Aeramy K. Porter, LUTCF, CLTC

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Aeramy holds a B.A. in Economics from Westmont College in Santa Barbara, California. After graduation she worked in New York City for three years at the home office of New York Life Insurance Co. In 2001 she moved back to Wichita to join her father in business at Paulseen Financial Group. Aeramy enjoys working with her clients’ from a macro approach through life insurance and retirement planning to insure their money goes where they’d like to see it go rather than where the government would.


Brandon R. Paulseen

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Adding value to closely held corporations is a process. Transition and proper estate tax planning is a process. Working our process in collaboration with clients and their advisors is how we get the job done. Clear thinking leads to feeling deeply and acting consistently.


Tyler Porter

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Tyler Porter is a graduate of Wichita State University. Tyler spent the next three years in Denver Colorado, where he owned and operated a successful financing company. After the sale of his company he decided to reengage in his schooling and enrolled at Kansas State University where he received a degree in Accounting. Tyler worked for 4 years as an accountant for Pricewaterhouse Coopers and KPMG, before joining a regional firm in Wichita Kansas. Tyler joined Paulseen Financial group in April of 2010. He has extensive experience in the areas of corporate and personal finance. Through the use of a proprietary process, Tyler develops strategies designed to help individuals and business owners retain more of their working capital or cash flow in a tax efficient manner.


Sherry Looney
Director of Underwriting

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Sherry Looney has been in the life insurance arena since 1988 and with Paulseen Financial Group since 1991. She is what Ron has always called her, the “GET IT INFORCE” person. She works closely with underwriters, agents and clients to obtain the very best insurance offers available from a wide variety of major carriers and markets. She processes hundreds of cases every year.


Patty McCall
Office Manager/Executive Assistant to Ron Paulseen

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Patty McCall has been in insurance service since 1983 and with The Paulseen Financial Group since 1988. She heads the “IN-FORCE” department and brings fabulous service to our more than 1,000 clients.


Christy Wilson
Director of Registered Services

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Christy Wilson joined our team in 2005, after 12 years of experience in the investment industry. She holds a brokerage and insurance license which allows her to work closley in both New Business and Client Service aspects. She fills the roll as an alliasion between underwriters, agents and clients allowing her to form outstanding business and client relationships.


Melanie Willis
Director of Client Support Services

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Melanie Willis greets you on the phone when she calls. She efficiently handles client service and administrative support as well as general office duties.

Disclosure

Ronald Paulseen is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, and KS. No insurance business may be conducted outside the states referenced.

Ronald Paulseen is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3411 N Webb Rd, Wichita, KS, 67226, 316-685-9600. In this regard, this communication is strictly intended for individuals residing in the state of Kansas. No offers may be made or accepted from any resident outside the specific state referenced.

Ronald Paulseen is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the state of Kansas. As such, these services are strictly intended for individuals residing in the state referenced.

Aeramy Porter is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #6102039), AZ, CA (CA Insurance License #0D67229), CO, FL, GA, IL, KS, KY, LA, MN, MO, MT, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, VA, WA, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Aeramy Porter is licensed and authorized to offer insurance in California and Arkansas, but Paulseen Financial Group may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Aeramy Porter is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3411 N Webb Rd, Wichita, KS, 67226, 316-685-9600. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IL, KS, LA, MN, MO, NE, NJ, NM, NV, NY, OK, OR, PA, SC, TX, WA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Aeramy Porter is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, FL, IL, KS, LA, MN, MO, NE, NJ, NM, NV, NY, OK, OR, PA, SC, TX, WA, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Aeramy Porter is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Tyler Porter is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, KS, LA, MO, MT, NC, NE, NM, OK, PA, SC, and TX. No insurance business may be conducted outside the states referenced.

Tyler Porter is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3411 N Webb Rd, Wichita, KS, 67226, 316-685-9600. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, KS, NE, NM, OK, SC, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Tyler Porter is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, KS, NE, NM, OK, and SC. As such, these services are strictly intended for individuals residing in the states referenced.

Paulseen Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Paulseen Financial Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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Paulseen Financial Group

Ronald V. Paulseen

Financial Advisor
  • ABOUT US
    • MISSION
    • PLANNING
    • LEGACY
    • VISION
  • OUR TEAM
  • CONTACT US

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