The Paulson Group - Baird Private Wealth Management

06/09/2025

We are excited to announce that our newest team member, Cameron Peel, has now passed all of his licensing exams! He has been a great asset to our team since joining Baird and The Paulson Group last October. As a Client Specialist, he helps clients with service-related needs and processing financial planning strategies.

Cam holds a bachelor’s degree from the University of Michigan – Ann Arbor. While at U of M, he served as Captain of the Men’s Swim & Dive Team. He then earned his master’s degree from Arizona State University. While managing his courseload, Cam became a National Champion at ASU Swimming under Michael Phelps’s coach, Bob Bowman, and later went on to swim in the Olympic Trials.

If you call or visit the office, Cam will make sure to say “hello” and introduce himself!

05/12/2025

Congratulations to The Paulson Group’s Managing Director, Dan Paulson, on his recognition as a 2025 Five Star Wealth Manager! This award marks Dan’s fourteenth consecutive year as a Five Star winner. Less than one percent of Wealth Managers have won fourteen or more years.

01/17/2025

We are pleased to announce that our team is being recognized as a 2025 FORBES | SHOOK Research Best-in-State Wealth Management Team.

As we reflect on our connection with our clients, we are incredibly thankful for the opportunity to work with you. Your trust, collaboration, and support have been instrumental in our growth and success. We sincerely value the relationships we’ve built, oftentimes over decades and with several generations of families.

The winning teams selected from across the country represent the best of the industry’s wealth management expertise. We strive to build trusted relationships and create tailored strategies to help clients navigate complex financial landscapes, distinguishing ourselves by our ability to blend deep market insights with an understanding of individual client goals.

(2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/25, rankings based on data as of 3/31/24.)

06/04/2024

Congratulations to The Paulson Group’s Managing Director, Dan Paulson, on his recognition as a 2024 Five Star Wealth Manager! This award marks Dan’s thirteenth consecutive year as a Five Star winner. Less than one percent of Wealth Managers have won thirteen or more years. HOUR Detroit will feature Dan in this month’s issue of the magazine.

05/15/2024

The Paulson Group loves Baird Gives Back week! We volunteered at the Oakland County Animal Shelter again this year. It’s always fun to give the dogs and cats much needed attention.

04/08/2024

Fantastic to see Baird recognized on this list for the past 21 years!

We’re proud to be one of the FORTUNE 100 Best Companies to Work For in 2024, our 21st consecutive year. We know it’s our remarkable people and the unique culture they’ve helped create that make us great!

Discover the Baird Difference: https://bit.ly/3VGDRKE

04/01/2024

Please join us in congratulating Andrew on his five-year anniversary at Baird, and three years with The Paulson Group!

Andrew specializes in the development of investment portfolios for clients. Additionally, he helps clients navigate the ever-changing rules regarding how to access different investment accounts and trusts, and the tax rules associated with those accounts. After a lifetime of accumulating assets, understanding how to distribute the desired retirement income from these accounts is important.

We’re thankful to have you on our team, Andrew!

03/23/2024

11/29/2023

Dan and his wife Peggy were thrilled to help sponsor the Hope Clinic in their Evening of Hope fundraiser again this year!

The Hope Clinic is a Christian organization that provides free medical, dental, and behavioral health care to uninsured people in need in the state of Michigan. Peggy served on the Evening of Hope committee and helped plan a fantastic occasion.

11/16/2023

Dan, Jennifer, and Andrew enjoyed attending the Assistance League of Southeastern Michigan’s Mistletoe Marketplace event again this year as Gold Sponsors! The Assistance League is a phenomenal organization making a big impact. One of their major philanthropic programs is Operation School Bell, which provided 3,479 students with clothes and other necessities this year.

09/14/2023

This week Paulson Group Financial Advisor Andrew Mullins spent time at Baird’s headquarters in Milwaukee to learn from specialists about delivering the Wealth Management Experience.

Wealth Management = Investment Consulting + Advanced Planning + Relationship Management

Historically, most Financial Advisors (Stockbrokers) focused solely on investments. The Wealth Management Experience ties investments in with financial planning and individualized service. Delivering this experience to clients is how our team and Baird differentiates itself.

Thank you to Sydney Vander Velde for organizing this outstanding event for 55 Financial Advisors from across the firm and for connecting Andrew with The Paulson Group team back in 2020!

08/19/2023

Today marks Al Hassinger’s 10-year anniversary at Baird and with The Paulson Group! With over 25 years of experience in global finance, Al’s approach to portfolio management offers an institutional edge to individual investors. He believes a research-driven philosophy is key to achieving long-term financial success. Al’s experience with institutional clients provides a level of expertise unique to the private wealth management industry. Outside of work, Al enjoys restoring classic cars, gardening, and spending time with his family. We are thankful to have you on our team, Al!