Paul has worked in the financial services industry since 2004. During this time he has worked mostly high net worth families and individuals to help them pursue their financial goals. He has the passion and experience to handle all aspects of a family’s financial situation.
Areas of Expertise
- Financial Planning
- Retirement Planning
- Diversification in Asset Allocation
- Graduated from Louisiana State University in 1999
- Stephens Wake Forest Financial Consultant Certification
Outside The Office
In addition to his investment management practice, Paul is a former member of Friends of Children’s Hospital, Make-A-Wish Foundation and St. Anthony Catholic School. He and his wife, Kati, have 3 beautiful girls, Paige, Emily, and Lauren. When not with them, he loves to hang out with his friends whether it’s on the golf course, tennis court or in the duck blind. He also enjoys spending time on the family farm in the Mississippi Delta.
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