Paul is passionate about bringing the best investing and financial tools to his clients while placing their interests first according to their individual needs.
- Married 26 years to Suzee. Their children, Ashlee, Mason & Emma, are living in DC & Bozeman.
- Bachelors degree in Entrepreneurship, Babson College, Wellesley, Mass. 1986.
- Accredited Investment Fiduciary®
- 1994-2004 Mortgage Loan Officer
- 2004-2009 Merrill Lynch, Financial Advisor
- 2009-2012 Morgan Stanley, Financial Advisor
- 2012-now Independent Financial Advisor
- Has lived in TX, OK, CO, MA, WY, & MT. Has traveled to 17 countries.