President

Since 1994, Paul has been working successfully with individuals, corporations and business owners teaching them how to do the right thing with their wealth. “My mission has been to make sure every clients needs come first,” says Paul.

Paul knows that most clients have concerns about two things: their financial future and selecting the right advisor. Choosing a wealth management advisor with ethics and integrity is a vital part of getting a peace of mind about their financial future. He says, “I have two goals for every client: I want to be the kind of wealth manager whose integrity and character would be good enough for my own mother. And I want to help each client create enough wealth so that they have the resources to live a life with no regrets-the life they have always dreamed about.”

Paul received his Bachelor of Science degree in Managerial Finance from the University of Nevada Las Vegas. From 1994 to 1998 he worked as an account executive for a local bank. In 1999 he joined Merrill Lynch & Company and shortly after joining became a Vice President. In November 2004, he left Merrill Lynch to start his own firm. Paul has served as Vice President of Finance for the Las Vegas Area Council of the Boy Scouts of America and on the North Las Vegas Civil Service Board. He is currently an Executive Committee Member of the Las Vegas Area Council of the Boy Scouts of America.

Paul and his wife, Kathryn, live in Las Vegas, Nevada. They are blessed with three active boys; Tyler, Jacob & Andrew. Paul loves spending time with his family, being involved with the community, reading books as well as running and cycling in the Red Rock Canyon Conservation Area.