Our Advisors

Paul Goldbach

Managing Member / LPL Investment Advisor Representative

Phone: 954-233-1961 Ext 701

E-mail: Paul.goldbach@lpl.com

Paul founded his financial services practice in 1984 and works extensively in the areas of Comprehensive Fee Based Financial and Retirement Planning & Investment Management. He believes that weaving personal values, convictions, and dreams into the financial and retirement planning process leads to True Wealth, rather than just the accumulation of material assets. Many advisors provide investment management services, however Paul integrates them into a total wealth management offering. Paul considers himself a "Financial Lifeguard".

Paul provides his clients financial, investment, and estate planning strategies that work together to support their unique needs and objectives.

A resident of South Florida since 1974, Paul resides in Coral Springs, Florida with his wife Diane of over 40 years. Paul and Diane have 2 grown children and three grandchildren.

Paul is also an avid musician/guitarist who continues to compose, record, and perform. He is currently one of the lead guitarist and vocalist at his local church.

Paul offers financial planning and advisory services through LPL Financial, a registered investment advisor.

GETTING TO KNOW PAUL

Favorite Food: Seared Ahi Tuna
Favorite Quote: “With GOD all things are possible" , Matthew 19:26
Favorite Holiday: Thanksgiving through New Years
Favorite Movie: Schindlers List
If Paul could meet anyone, past or present: Jesus
What motivates Paul: Finishing strong
Place I would most like to visit: Israel
Something on Paul’s Bucket List: Live to see my “great” grandchildren
Biggest Accomplishment: 40+ years of marriage and raising a awesome family

Dwight Melgaard

Managing Member / Investment Advisor

Phone: 954-233-1961 Ext 700

E-mail: Dwight.melgaard@lpl.com

Born in Chicago, Dwight and his family have resided in South Florida for over 40 years. He is married to Debi for over 30 years and has two boys, Daniel and Ryan. He lives in Weston, Florida where he is active in the YMCA and his church, St. Paul Lutheran. He is also the founder of the Business Resource Group of South Florida, a non-profit group working with business owners. Dwight has volunteered his time to the WLRN Radio Reading Service for the blind. He was the co-host of a syndicated financial radio show called “Your Business Matters”. He also has spent over 15 years serving on the Orange Bowl Staging Committee.

Dwight enjoys working with business owners. Being a business owner himself since 1978, he understands the particular insights and challenges that face all entrepreneurs. Shareholder Protection, Estate Planning and Asset Management are the primary areas that Dwight has focused his practice.

Although Dwight is an amateur magician, he maintains that successful financial management only requires the magic of honesty, hard work, and communication.

For Dwight, successful investing is less about finding winning investments, and more about minimizing mistakes. Psychologists, who study investor behavior, have identified that cognitive and emotional errors lead to making incorrect investment decisions due to faulty reasoning. These mistakes can be managed by providing comprehensive, non emotional and client centered guidance.

GETTING TO KNOW DWIGHT

Favorite Food: BBQ…and all the fixin’s
Favorite Quote: Apple Stock @ $2
Favorite Holiday: Christmas
Favorite Movie: Fargo, Shawshank Redemption
If Dwight could meet anyone, past or present: Leonardo da Vinci….and an interpreter
What motivates Dwight: Family, golf, music, new friends, learning, golf or golfing
Favorite Book: Awakening of Intelligence
Best financial advice: ”Something is Something and Nothing is Nothing…what will you choose”?
Something on Dwight’s Bucket List: Be Here Now…enjoy what has been given…and a Cabin
Biggest Accomplishment: Finding the right woman to help build our family
Place I would most like to visit: Norway

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Our Advisors

Paul Goldbach

Managing Member / LPL Investment Advisor Representative

Dwight Melgaard

Managing Member / Investment Advisor