Paul Dinzeo, CPA, MBT, JD, CFP

Paul Dinzeo

Dougherty Trust Company
Sioux Falls, SD

Paul J. Dinzeo, CPA, MBT, JD, CFP is the President of Dougherty Trust Company (South Dakota) which provides trust, wealth management and family office services to clients in the Midwest. Paul has appeared in numerous publications, including The Wall Street Journal and the New York Times.

Conference session(s)

Session M1: Wednesday, 8 – 9:25 a.m.
M1. Estate, Gift and Trust Planning in a High (Rising?) Interest Rate Environment