Paul is one of our financial planning representatives and his duties include meeting and corresponding with clients and he specializes in portfolio design. He has been in the financial services industry for almost 25 years and has experience working with both large institutions and independent firms. He holds his FINRA Series 6, 63, and 7 securities licenses and his Life and Health insurance licenses. He also has a BS and MBA.
In addition to his passion for financial planning, Paul is also passionate about furthering his faith and relationship with God. He often tells people that it would be impossible for him to give up this faith and he enjoys furthering it every day. He also enjoys spending time with his children and watching them succeed in sports and academics and hopes to create a foundation to serve families of fallen police, fire and military service members in the near future.