For the past 20 years Paul has worked for Raymond James out of the same office in downtown Plymouth. During his more than 25 years in the finance industry; Paul has worked toward helping his clients realize their financial goals through professional advice, individualized planning, risk management and dedicated personal service. He currently manages both the branch office and more than $170 million in assets for his clients and specializes in many aspects of financial planning, including retirement and estate planning.
Paul considers education a vital component of the planning process for both his clients and himself. In order to better serve his clients, Paul has earned the CERTIFIED FINANCIAL PLANNER™ certification, as well as Series 7, 8, 24 and 65 licenses.
Paul has been awarded the elite distinction of membership in the 2014 Raymond James Chariman’s Council; a distinction he has earned continuously since 2005, with the exception of 2008 when he earned membership to the Chairman’s Council.
Paul earned his Bachelor's of Business Administration from Northwood University.
A 47-year resident of Plymouth, Michigan, Paul is very active in his community and has served on the board of the Plymouth Downtown Development Authority. In his leisure time, Paul enjoys keeping fit and being with his children, Morgan and Paul.
Congratulations on achieving membership in the 2005, 2006, 2007, 2009, 2010, 2011, and 2012 President's Council.
Congratulations on achieving membership in the 2008 and 2014 Chairman’s Council.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.