With nearly 30 years of experience as a Financial Advisor, Paul brings seasoned insight and a longterm mindset to every relationship he serves. For the past seven years, he has been instrumental in helping to build the processes that Trajan Wealth, Fiduciary Advisors continue to use as they assist their clients.
Paul specializes in comprehensive retirement planning and wealth management strategies designed to align with each client’s values, goals, and risk tolerance. He believes financial planning is most effective when it integrates investment management, tax efficiency, and legacy considerations into one cohesive strategy.
Paul truly has the heart of a teacher and has a profound understanding of the critical importance of being a fiduciary. He believes that the financial industry has made investing seem as convoluted as possible and combats this industry-wide epidemic by constantly educating his clients regarding their investments.
Paul, his beautiful wife Keara, and their two sons reside in Florence, Arizona. Outside of the office, Paul enjoys cycling, hiking, camping, rappelling, and canyoneering.
Paul's Hometown
Mesa, AZ
Favorite Food
Lasagna
Favorite Sports Team
Notre Dame Football
Quote
“Never give up what you want most for what you want today.”~ Neal A. Maxwell
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