Awards

Best-in-State Wealth Management Team

The Paulson Group was recognized as a 2026 FORBES | SHOOK Research Best-in-State Wealth Management Team.

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.

Five Star Wealth Managers

Dan Paulson and Andrew Mullins have been recognized as Five Star Wealth Managers.

Dan has now received this honor for fifteen consecutive years (2012–2026), and this marks Andrew’s first year being recognized, an exciting milestone since joining the firm in 2018.

This distinction reflects their investment experience, commitment to clients, and the integrity they bring to their work every day.

Branch Support All-Star

Each year, our company hosts a “Toast of Baird” celebration where we recognize the outstanding accomplishments of our associates. Out of our company's 902 Client Assistants in Private Wealth Management in 2023, our assistant Jennifer Sizeland was selected as Baird’s Branch Support All-Star.

As our team lead for business operations, almost all clients interact with Jennifer. She "smiles through the phone," and that makes a big difference when delivering client service.

For more information about our firm and the services we offer, please send us an email or call our office. We would welcome the opportunity to speak with you.

ThePaulsonGroup@rwbaird.com 248-723-7300

The candidate process for the 2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams was completed by SHOOK Research. The selection criteria includes interviews, industry experience, compliance records, and assets under management. 2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.

This award was issued on 05/01/2026 by Five Star Professional (FSP) for the time period 09/10/2025 through 03/03/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3902 Detroit-area wealth managers were considered for the award; 262 (7 % of candidates) were named 2026 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.