Operations Director & Wealth Advisor
Paul joined our team after spending a decade in Human Resources, where he specialized in employee benefits and retirement plan administration. His favorite thing about Human Resources was educating employees and consulting with them so that they understood their options and felt confident in their decisions, and he brings that same mentality to his role as an Associate Wealth Advisor. As a licensed advisor, Paul enjoys working with clients on financial planning, investment strategy, and making sure they have the proper risk management in place for life’s curveballs. Paul is also a member of the Portland Chapter of the Society for Financial Awareness, a non-profit speaker's bureau that seeks to increase financial literacy in the community.
Paul received his bachelor’s degree in Business Administration from Oregon State University and his master’s degree in Business Administration from Portland State University. In his free time, he enjoys watching college football (Roll Tide!), competing in slow pitch softball, playing video games with friends, and spending time with his wife Allison, son James, and labradoodle Dennis.