Paul Damon
Family Wealth Counselor

Paul J. Damon

Paul’s heart is to see his clients capture the vision of life stewardship for advancing the kingdom of God!

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.

Paul attended Hope College, graduating with a double major in business administration and psychology. He has earned the advanced designations of Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®),Chartered Life Underwriter (CLU®), Chartered Advisor in Philantrhopy (CAP®) and Certified Exit Planning Advisor (CEPA®)
Paul is married to Dawn.  They live in Rockford, Michigan.  He enjoys spending time with his family, participating in recreational activities, sports and reading.

SPP Team

Paul Damon

Family Wealth Counselor
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Kyle Kelley

Operations Manager
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Jennifer Middleton

Director of First Impressions
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Cheri Lytikainen

Director of Marketing
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Angela Brooks

Planned Giving Coach
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Stewardship a Biblical Worldview

The secular worldview and biblical worldview on stewardship are quite different. Check out our blog here and let’s help build the kingdom together.







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