Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
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
  • Investment Management
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies


  • Series 7
  • Life, Accident & Health Insurance


  • BS in Finance, Excelsior College, Albany, NY

Previous experience

  • Morgan Stanley, Vice president, Financial Advisor, 2005-2016
  • U.S. Navy, Master Chief Petty Officer, 1984-2004

Community participation

Paul has been involved in little league baseball, teaching fundamentals to children between the ages of 5 and 10. I recently became involved with an organization called Helping Hands for Freedom which helps support Military families after the loss of a loved one.


I enjoy spending my free time outdoors. In particular you can find me at one of the championship golf courses in the area. My favorite Golf courses are Arrowhead Country Club and Prescott Country Club. As a Military Retiree, I am involved with The Fleet Reserve Association, Navy and Marine Core Relief Society and Helping Hands for Freedom. I also enjoy camping with my family in the Tonto National Forrest. My family are avid Hockey fans, and we have been season ticket holders for the Arizona Coyotes for 11 years.