Paul L. Norman

Paul has more than 24 years of experience in the financial services industry. Throughout his career, Paul has continued his passion for working with businesses and individuals to help them achieve their financial goals.

In 1996, Paul joined a large regional bank to start its insurance, estate and investment planning group for the state of Idaho. He became the planning specialist for both the private banking group on the banking side and the private client group on the investment side. In this role he covered Idaho, Utah, Arizona and Colorado. In 2006, Paul joined a larger team of financial advisors with diverse knowledge and backgrounds to better serve individuals and businesses.

Paul’s focus is to provide objective financial advice to help Headwaters clients achieve their financial goals. He specializes in developing financial strategies for both businesses and individuals.  Paul has experience in investment and estate planning strategies, executive benefits, company retirement plans, and investment allocation strategies.

Paul received a bachelor’s degree in finance from Boise State University. He grew up and lives in Boise with his wife, Shelli.

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