Focus:
- Retirement planning
- Education savings
- Budgeting
- 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 at the
University of Alabama, and has a stepdaughter, a graduate of Texas A&M.