Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Qualifications

  • FINRA Series 7,63,65,66, 31 Licensed

Education

  • Bellefontaine High School, Class of 1978, Bellefontaine, Ohio

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Previous experience

  • Morgan Stanley, Financial Advisor, 2012 to 2020
  • Wachovia Securities, First Vice President, Financial Advisor, 2002 to 2005
  • Legg Mason, Wood Walker, Vice President, Financial Advisor, 1999 to 2002
  • Merrill Lynch Pierce Fenner and Smith, 1995-1999

Community participation

Paul is active in his church, a member of the Ohio State University Alumni Association and has served on various hospital, bank and community boards throughout Florida. He was also invited to sit as a National Trustee for Fellowship of Christian Athletes (FCA)in 2009. Paul remains active in the community and has lived in the Melbourne area since 1985.

Interests

  • Spending time with family and friends
  • Exploring new places and enjoying new adventures with my family
  • Fishing and Outdoors in our Cabin
  • Golfing
  • RVing