Paul works with a broad range of individuals and families, helping clients navigate investment management, retirement planning, and comprehensive financial planning.

He takes a relationship-driven and strategic approach to planning, with work that is focused on creating long-term strategies aligned with each client’s goals and priorities.

Paul earned a B.S. in Political Science from the University of Kansas. His background in financial services and business development supports a thoughtful and client-focused approach to advising.

Outside of work, Paul enjoys spending time with his wife and daughter, playing golf, and supporting organizations including Purple Stride KC and KC Hospice.

Serving clients throughout Kansas City and the surrounding areas, including Leawood, Olathe, Lee’s Summit, Overland Park, Independence, and Liberty.