Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Life, Accident & Health Insurance

Education

  • BS in Finance, Excelsior College, Albany, NY

Interests

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.

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.

Previous experience

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