As a Wealth Advisor at MECU Financial, located within Michigan Educational Credit Union, I am driven to make a positive impact in the financial lives of my clients and their families.
I have over 25 years of experience in investments and financial planning. I believe in educating my clients and working with them as partners, so they feel confident in the decisions they make while working toward their financial goals.
A Miami University graduate and Cincinnati native, I have called Plymouth, MI home for over 15 years. Outside of the office I enjoy being active in my church community, gardening, and all things guitar.
As a CFP® professional, I take a holistic personalized approach to bringing all the pieces of your financial life together. CFP® professionals have also made a commitment to the CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to your best interests first, so they can provide you with confidence today while working towards a secure tomorrow.
As an LPL Financial Advisor, Paul provides client investment strategy, financial planning, and technology supported through LPL Financial, the largest independent broker-dealer in the nation*. Paul holds FINRA Series 7, 9, 10, 63, 66 registrations through LPL Financial. He has Life and Variable insurance licenses in MI, AZ, IN, OH, and FL.
*As reported in Financial Planning magazine 1996-2023, based on total revenue.