Paul serves as a Wealth Manager, working directly with clients in creating, implementing and monitoring comprehensive financial plans. He practices in the areas of retirement income planning, investment management, tax planning, estate planning, risk management, and charitable planning. Paul’s approach focuses on a thorough understanding of your priorities in order to provide a personalized plan to help you achieve your goals.
Paul brings more than 14 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Paul worked as a Vice-President, Financial Consultant at a large national financial services company where he worked closely with high net worth individuals and families to understand their circumstances to help them achieve their goals.
Paul earned his bachelor’s degree from the University of Texas at Austin and is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
In his spare time, Paul enjoys golfing, Texas Longhorn Football, discovering overlooked or underrated restaurants, and spending time with family and friends.