Paul has been working in the Financial Services industry since 2004. He graduated from Texas A&M University with a Bachelors of Science degree in Physics, and an MBA in Management. He spent 27 years working for IBM as a Systems Engineer, supporting marketing representatives in the Marketing Division. After retiring from IBM, Paul joined a mutual fund company and developed his financial and investment planning skills. As an asset manager, Paul believes in the value of a written, comprehensive financial plan to guide his clients in achieving their financial and personal goals.

Paul and his wife, Jody, live in Hampden Township. As a member of the “baby-boomer” generation, Paul is our go-to source for Social Security and Medicare issues.