Meet Paul


Paul has more than 15 years of experience in the financial services industry. He excels at working through complex issues with clients to help them increase their personal, financial and professional impact on the world around them. Paul helps clients live a life that is more focused on what is truly important to them.

A graduate of Arizona State University, he has won a Chairman’s Club award multiple times. Paul is also an active volunteer in the community.

Outside the office, Paul stays active by going to the gym and spending time with his twin nieces and twin nephews.


Favorite food:


Best piece of financial advice received:

Avoid credit cards

Favorite quote:

“The hard is what makes things great.”

If you could meet anyone, past or present, it would be:

The Pope

Favorite book:

“The Count of Monte Cristo”

Favorite movie:

“The Sting”

Favorite TV show:


What motivates you:

Making an impact on people

Favorite holiday:


Something on your bucket list:

Travel to Greece and Italy

Place you’d most like to visit:


Biggest accomplishment:

Three-time Chairman's Club Award winner

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.