We all have a unique story.
As a financial advisor with more than 20 years’ experience, Paul offers thoughtful, strategic guidance to families and professionals on how to best use their resources to support their wants and needs. Paul believes that we all have a unique story and understanding that story is central to providing sound counsel. He has constructed an uncommon process built to help you understand and answer three fundamental questions: How did you arrive at your perspectives on money? Are you managing your money in a way that is improving your life? Are you financially prepared for life’s big transitions?
Paul provides financial, investment, estate, philanthropy, and insurance planning to families and professionals. Additionally, Paul provides specialized planning support for Serious Mental Illness (SMI) caregivers and their families.
Use the money you have to improve your life today and tomorrow.
Take the Return on Life Assessment