Paul started his career in the financial services industry in 1974 where he traveled to schools educating teachers on investment options available to them through county school system. He would later relocate to Louisville, KY as a Branch Manager for a growing broker dealer in the Kentuckiana area.

After a few years, Paul and his partner at the time, incorporated Financial Services Center and began serving individuals as they sought advice regarding saving and investing for education, retirement and various goals. Paul learned through the ups and downs of the markets that what matters most is caring for your clients and providing the best advice tailored to that particular individual.

Paul obtained the Certified Financial Planner® designation in 1989 and holds that designation today.

Paul holds various industry licenses including the Series 1, Series 8 and Series 63. He is securities licensed in 44 states and holds variable and life insurance licenses.

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