Paul has extensive personal and professional experience and has worked with individuals and businesses in the area and across the country for over 20 years.
Paul holds the Accredited Asset Management Specialist (AAMS) designation and is licensed to sell a variety of investments and insurance products.
He is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with Paul is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to working toward a more secure financial future.
At LPL, we're looking forward to using our experience and knowledge to help you pursue your financial goals.