Paul serves as a relationship manager for the team providing advice and guidance to clients. He draws upon his deep experience as a Certified Public Accountant and Wealth Advisor to assist clients in business succession planning, estate minimization, philanthropic planning, and tax management.
Paul proudly served as the Investment Committee Chair - Board of Trustees for the $1.7B Presbyterian Church USA Foundation for eight years; and has chaired numerous investment, governance and development committees for non-profit organizations.
Paul received a B.S. in Accounting from the Kelley School of Business at Indiana University and a Certificate in Advanced Portfolio Management from DePaul University. He is a Certified Private Wealth Advisor (CPWA®) from the Yale School of Management, a Certified Exit Planning Advisor, a Chartered Retirement Plans Specialist (CRPS®), a Chartered Retirement Planning Counselor (CRPC®), and an Accredited Investment Fiduciary (AIF®).
Paul and his wife, Kimberly, reside in Barrington with their three children, Connor, Jack & Jenna.