Who I Am
Paul has 20+ yeas as an advisor serving clients. Clients trying to retire today can feel overwhelmed and the landscape can feel hard to navigate. Working with my clients we help them identify what’s really important and make plans to help them get there. Working with my clients we help them grow their wealth by focusing on real returns.
Specialization
I spend my time helping business owners, pre-retirees and those who have retired.
Hobbies
- I love Texas BBQ and try my hand on the smoker often.
- I love traveling and have been to 42 of the 50 United States.
- My family and I are involved in the growth of Professional Pickleball.
My Commitment
I strive to treat clients like I would treat my mom. I know if I do that and think that way in every transaction I will deliver the best service, experience and advice I can.
Favorite Books, Mottos, Quotes
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Other Info
I was at a point in life where I needed change. I had been a District Manager with Wal-Mart and went through a divorce. I told myself if I ever got married again I would get out of retail. Fast forward a year and my brother who was in financial services called me and had a great conversation about his business and I was intrigued.
State: Utah (UT)
Date Joined: 10/30/2023
