Paul brings fifteen years of experience providing wealth management advice to his clients and also conducts key investment research for all the wealth advisors of Riverpoint Wealth Management.
Paul began his career in the financial services industry in 2004, as a Financial Advisor at American Express, and has now been with Riverpoint for more than thirteen years.
Paul graduated from the University of Illinois with a Bachelor of Science in Business Finance in 2003. Paul holds the FINRA Series 7 registration through LPL Financial, and the Series 66 through LPL Financial and Riverpoint Wealth Management.
Paul married his wife Kate in 2017, and they recently welcomed their first child, a son named Jack.