Broker Check
Paul E. Stafford

Paul E. Stafford

Co-Founder, Strategic Financial Options Analyst, Navigator & Asset Manager

We want to give you a new purpose and a new foundation upon which to manage your investments.

It is the result of a passion that combines what I love (helping people increase the impact with what they have) with what I do. It is described under A Professional Processâ„ : click here for that description.

40 years of business ownership, with 30 years experience in financial services, brings a lot to the table from:

  • Working at firms like Merrill Lynch and Morgan Stanley Smith Barney;
  • Addressing your personal and business needs as an independent advisor;
  • Helping people manage cash flow, debt and leverage as a loan officer;
  • An entrepreneur (first employees while in high school) followed by a bachelor's degree in Entrepreneurship.

I've never stopped looking for ways to do things better. Allies 21 is all about you and me putting our heads together to see what works for you.

Paul Stafford's Bio

Paul is passionate about bringing the best investing and financial planning tools to his clients...while placing their interests first - according to their individual needs.

  • Married 33 years to Suzee. Our grown children, Ashlee & Andy, and Mason & Emma, are living in Denver and Billings. And they've given us three grandchildren that have changed our worlds!
  • Bachelors degree in Entrepreneurship, Babson College, Wellesley, Massachusetts. 1986.
  • Historical certifications:
    • Accredited Investment Fiduciary® 2011
    • Certified Wealth Strategist® Certification 2015
  • 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 over 20 countries.

Organizations:

  • Mensa
  • Cornerstone Community Church
  • Kingdom Advisors

He is not a financial advisor who does estate planning, but is one who provides the much more valuable impact from solid multi-generational estate planning, and rounds out you new plan with his tools as a financial advisor.

He works on what doesn’t seem to matter now because it’s easier to do it doesn’t matter, so that when it matters, and would be hard to get done because the heat's turned up, it is already done....

Call or contact me through the message box below. Set an appointment here: Pick a day and time