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Meet Paul

Paul believes that understanding a client’s goals and objectives is the best way to begin a relationship with his clients.  As a financial coach, he is passionate about being involved every step of the way, and the lasting big picture difference that makes in his client’s lives.

Paul first got licensed as a registered representative in 2012, and currently is an Avantax Registered Representative.  He began offering wealth management services to his tax planning clients as a complementary service, but gradually transitioned away from the tax business to put his focus on investment planning.  Paul is passionate about helping his clients to create strategies, and structure their investments to pursue their financial goals.  

When not in the office, Paul is a dedicated father to his teenage daughter, a triathlete, and generally outdoors whenever he gets the chance.  He stays active in his community through participation with the Las Vegas Metro Chamber of Commerce, Leadership Henderson, and Las Vegas CREW.

When considering a decision as big as who to trust your wealth to, it is essential that an effective foundation of understanding and communications has been established.  It is only through the highest level of understanding that your advisor can best utilize their skillset, and the tools in their arsenal to create a strategy that truly helps you the client to pursue your financial goals and dreams. 

Our Primary Purpose

We believe that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using comprehensive methods

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with seeking to preserve principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and pursue those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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