Paul's heart is to see his clients capture the vision of life stewardship for advancing the Kingdom of God. Paul is committed to helping enhance the lives of his clients and those with whom he comes in contact. He began his career in financial services in 1981. His passion is to see his clients achieve the maximum impact for their families, communities and world. Paul has pursued education and professional development so that he can bring excellent quality advice and expertise to his client's lives.
Paul specializes in assisting clients with a focus in working with those: Senior Executives in Corporate Partnerships; Philanthropic-Minded Families & Individuals; Owners of Privately Held Companies and Retired or Near Retirement Individuals. Many of his clients share his biblical world view and believe that we are stewards and not owners of all we have so that we can use our lives and resources to make a positive impact on others for eternity.
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