Paul Kerbey has over 25 years of experience in wealth management, and has built his practice around a comprehensive investment planning approach. His experience includes developing and managing successful advisory teams with a focus on consultative planning.
Originally from Hertfordshire, England, Paul was recruited to the U.S.A. to run track and cross country for Eastern Michigan University, where he earned both his Bachelor's and Master's degrees as a scholar-athlete on athletic and academic scholarship.
After working in the financial services industry for several years Paul continued his studies at Oglethorpe University where he graduated from their Financial Planning Program.
Paul regularly attends and occasionally hosts industry seminars and workshops to keep updated on the latest industry changes.