- Retirement planning
- Education savings
- Insurance needs
- Business financial planning
Paul believes strongly in personal relationships with his clients. He meets with them on a regular basis, either at his office or at locations that are convenient to them. He believes that relationships with clients are partnerships and tailors retirement plans according to their needs. All clients are unique; therefore Paul plans according to their particular stage of life.
Paul maintains his series 7 and 66 licenses and holds industry designations in fixed and variable insurance. He is a graduate of Texas A&M University with a BS in agricultural economics.
Paul lives in Dallas with his wife, Margaret. They both enjoy cycling and fitness activities. Paul has a son who currently is attending college in Sydney, Australia, and has a stepdaughter that is attending Texas A&M.