Paul has been in the Financial Planning industry since 1998 and more recently incorporated Real Estate Services into his practice (2017).

Paul practices sound financial planning strategies based on tax effective investing and planning as well as using various insurance tools and strategies to help minimize risk for his clients. Insurance is a key foundation to any financial plan, and can often be used for multiple purposes.

By asking you deep thought provoking questions, Paul can gain a full understanding of your current financial situation and help you develop strategies to see your goals and dreams come to fruition!