Paul has been with Investment Resources since 2014. He has over 20 years of experience in finance; from banking and accounting to investing, wealth planning, and income planning. He has a Bachelor’s degree in Finance, and currently holds his Series 7 and Series 66 registrations with the Financial Industry Regulatory Authority (FINRA). Paul’s passion is helping clients structure their finances in such a way that they can better maintain their desired standard of life while potentially building wealth. Helping to ensure clients don’t outlive their retirement assets is equally important and a main focus.
Born in the San Francisco Bay Area, Paul moved to Grants Pass in 1996. After high school, Paul served a mission for the Church of Jesus Christ of Latter-day Saints for two years in Jamaica. Upon return from his mission, he married his best friend and high school sweetheart, Robyn, and has four stellar boys and one beautiful daughter.
Paul enjoys camping, hiking, trail unicycling, scuba diving, and just about any other outdoor activity. He also enjoys beekeeping, cake decorating, and woodworking.
Securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment adviser. Member FINRA/SIPC. Investment Resources, Inc. and IFG are unaffiliated entities.
Licensed to sell securities in Alaska, California, Idaho, Oklahoma, Oregon, Utah, and Washington.