Our Team

Paul has been in the financial services industry since 1976 and has attained his Certified Financial Planning designation. He is member of the Financial Planners Standards Council.

Financial success is achieved by designing and following a strategic plan that includes Financial & Tax Planning as well as "Estate Preservation". Paul has been providing independent financial advice to clients that ensures that every financial plan that he prepares is based on unbiased research.

Paul and his team are committed to meeting the needs of high net worth clients, professionals, retirees, families and individuals that are serious about their financial goals. His association with "The Protectors Group" enables his team access to a variety of specialists within the financial services industry.

Take the next step and incorporate "Private Money Management" in your financial plan.