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

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Domestic Partner Planning
  • Saving for Education

Qualifications

  • FINRA Series 7

Education

  • Bachelor of Arts, Biology & English, Wittenberg University, Springfield, Ohio

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Previous experience

  • Benjamin F. Edwards, 3/2012 - 1/2020
  • A. G. Edwards, 8/2002 - 3/2012
  • Putnam--Allstate Investments, 1999-2002
  • Wood Logan & Associates,, 1995-1999
  • A.G. Edwards & Sons, Inc., 1984-1994

Community participation

Ambassador, The James Comprehensive Cancer Research Center

Rider/Participant, Pelotonia

Interests

When not at the office, Paul enjoys spending time with his family. He volunteers in the community, with James Comprehensive Cancer Research Hospital, Pelotonia, Home rebuilding with faith-based mission trips to KY, WV, TX, NM, and LA.