Simplified Financial Advice.

Meet Paul

As a Wealth Advisor, Paul’s approach to wealth management is based on the commitment to provide the best service and work ethic possible for our clients, regardless of their age or net worth. He works diligently to help clients answer questions, solve problems, and get on the right path to achieve their financial goals. He maintains a solid, ethical practice.

Originally from Cody, Wyoming, Paul is a University of Wyoming graduate, and has been a professional in the financial services industry for over 25 years. He greatly enjoys the process of working with each client and their unique financial situation. He and his team strive to build long-lasting relationships and continuously strive to improve their abilities to serve in an ever-changing financial world. They understand each client’s individual or business financial situation and focus on helping them work toward achieving their unique personal goals.

Paul and his wife Rebecca are very family oriented and enjoy spending time watching their children as they play sports, also on ski trips or at the lake. Paul also enjoys fishing, camping, golf, hunting – pretty much anything outside. Quiet time is often spent with his yellow lab Juniper and his cockapoo Woodstock.