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.