Senior Wealth Advisor
Paul has over 23 years experience in the financial services industry. His expertise is in helping his retiree and pre-retiree clients holistically plan their financial futures.
Paul shuns the traditional "cookie-cutter" approach to financial planning, and instead utilizes his experience and know-how to develop optimal, high quality solutions that help meet his clients' specific needs and goals. He employs a variety of financial strategies and investment products to help craft the proper strategy.
Having been both a Dayton and Cincinnati resident, Paul has served the community by hosting numerous financial workshops and events for individuals and corporations.
Paul has been married to his wife Shelly for 24 years. They have five children: Tyler, Jackie, Natalie, Michael, and Sheilah. Paul enjoys spending time with his family, boating, and sporting events.